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
551
$3.44M 0.03%
21,629
+540
552
$3.43M 0.03%
77,872
+71,277
553
$3.43M 0.03%
63,219
+8,129
554
$3.42M 0.03%
138,987
+18,963
555
$3.41M 0.03%
27,383
+1,434
556
$3.4M 0.03%
144,578
+6,523
557
$3.39M 0.03%
37,040
+21,348
558
$3.39M 0.03%
73,186
+14,040
559
$3.38M 0.03%
411,335
+11,611
560
$3.38M 0.03%
133,690
-9,315
561
$3.37M 0.03%
100,573
+8,678
562
$3.35M 0.03%
37,261
+7,951
563
$3.35M 0.03%
27,078
+4,539
564
$3.35M 0.03%
361,325
+75,001
565
$3.34M 0.03%
127,673
+1,641
566
$3.33M 0.03%
50,014
+46,830
567
$3.32M 0.03%
84,593
-7,996
568
$3.31M 0.03%
37,049
+17,518
569
$3.27M 0.03%
62,402
+3,869
570
$3.27M 0.03%
12,895
+2,441
571
$3.27M 0.03%
11,769
-1,483
572
$3.25M 0.03%
84,684
+9,091
573
$3.22M 0.03%
164,571
-11,007
574
$3.22M 0.03%
100,803
+4,687
575
$3.21M 0.03%
66,428
+30,633
21 22
23
24 25