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
576
$3.21M 0.03%
216,887
-11,803
577
$3.2M 0.03%
171,151
+5,395
578
$3.19M 0.03%
106,417
+43,155
579
$3.16M 0.03%
+125,378
580
$3.16M 0.03%
253,276
+129,985
581
$3.14M 0.03%
88,209
+2,411
582
$3.13M 0.03%
31,332
-580
583
$3.12M 0.03%
62,141
-84,661
584
$3.11M 0.03%
129,484
-4,108
585
$3.11M 0.03%
85,041
-20,081
586
$3.11M 0.03%
120,390
-11,844
587
$3.11M 0.03%
+57,638
588
$3.11M 0.03%
45,154
-208
589
$3.1M 0.03%
79,731
-10,315
590
$3.09M 0.03%
155,293
-5,544
591
$3.09M 0.03%
40,504
-861
592
$3.07M 0.03%
62,034
+884
593
$3.07M 0.03%
77,609
-9,974
594
$3.07M 0.03%
60,348
-4,037
595
$3.07M 0.03%
37,664
-27,450
596
$3.06M 0.03%
18,960
+477
597
$3.06M 0.03%
26,820
+1,594
598
$3.06M 0.03%
265,066
-2,346
599
$3.04M 0.03%
25,957
+60
600
$3.03M 0.03%
29,518
+1,725
22 23
24
25 26