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
526
$3.79M 0.03%
75,640
-2,528
527
$3.77M 0.03%
43,962
+17,834
528
$3.76M 0.03%
51,234
+84
529
$3.74M 0.03%
70,594
-808
530
$3.73M 0.03%
126,492
+7,687
531
$3.73M 0.03%
203,817
+23,451
532
$3.71M 0.03%
149,823
+13,511
533
$3.69M 0.03%
117,152
+95,332
534
$3.65M 0.03%
101,753
+633
535
$3.63M 0.03%
130,103
-30,149
536
$3.62M 0.03%
13,600
+1,136
537
$3.61M 0.03%
145,439
+6,618
538
$3.58M 0.03%
53,841
+6,158
539
$3.58M 0.03%
61,544
+2,493
540
$3.57M 0.03%
121,849
-7,812
541
$3.56M 0.03%
272,484
+9,766
542
$3.56M 0.03%
40,871
+11,995
543
$3.53M 0.03%
121,468
-12,944
544
$3.5M 0.03%
21,731
-170
545
$3.5M 0.03%
58,435
+5,133
546
$3.5M 0.03%
76,483
+4,940
547
$3.47M 0.03%
96,054
+4,062
548
$3.45M 0.03%
58,752
+24,028
549
$3.45M 0.03%
87,621
-35,356
550
$3.45M 0.03%
186,994
-15,351
20 21
22
23 24