Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23.2M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.3M

Top Sells

1
+$28M
2
+$23.9M
3
+$18.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.32M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57.3M 0.5%
1,483,650
-34,360
27
$56.7M 0.5%
1,064,803
-37,770
28
$56M 0.49%
1,244,336
+28,296
29
$53.6M 0.47%
688,091
-49,618
30
$53.3M 0.47%
605,242
+6,910
31
$52.9M 0.46%
409,179
+1,584
32
$52.8M 0.46%
879,547
+316,425
33
$51M 0.45%
1,010,666
-132,400
34
$50.1M 0.44%
537,256
-3,058
35
$49.8M 0.44%
299,642
+3,961
36
$49.5M 0.43%
482,044
-24,510
37
$49.2M 0.43%
696,902
+40,660
38
$49.1M 0.43%
813,428
+17,313
39
$48.6M 0.43%
431,993
+206,863
40
$47.4M 0.42%
364,017
+20,198
41
$46.1M 0.41%
322,531
-32,080
42
$45.2M 0.4%
167,827
-2,673
43
$45.1M 0.4%
856,995
+108,913
44
$44.9M 0.39%
323,121
+40,555
45
$43.5M 0.38%
341,231
+80,430
46
$43M 0.38%
380,357
+92,985
47
$42.9M 0.38%
3,631,710
+571,836
48
$41.9M 0.37%
180,625
+1,102
49
$41.7M 0.37%
682,680
+43,680
50
$40.9M 0.36%
347,873
+11,982
1
2
3 4 5