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
601
$3.02M 0.03%
100,648
-12,783
602
$3.02M 0.03%
17,965
+1,607
603
$3.01M 0.03%
89,386
-560
604
$3M 0.03%
12,021
-3,735
605
$2.99M 0.03%
59,673
+25,712
606
$2.97M 0.03%
45,048
+40,978
607
$2.97M 0.03%
+278,081
608
$2.96M 0.03%
47,764
+5,905
609
$2.96M 0.03%
70,150
+25,577
610
$2.94M 0.03%
70,265
+1,285
611
$2.93M 0.03%
54,336
+7,016
612
$2.9M 0.03%
125,590
-26,930
613
$2.9M 0.03%
23,363
+666
614
$2.9M 0.03%
76,685
-29,660
615
$2.89M 0.03%
171,700
+7,300
616
$2.88M 0.03%
70,898
-68,717
617
$2.87M 0.03%
31,758
+456
618
$2.87M 0.03%
99,161
+13,099
619
$2.87M 0.03%
117,568
+19,181
620
$2.86M 0.03%
64,174
+572
621
$2.84M 0.02%
63,452
-7,322
622
$2.83M 0.02%
25,756
+5,245
623
$2.83M 0.02%
48,513
+17,050
624
$2.81M 0.02%
34,581
+267
625
$2.81M 0.02%
42,347
+2,924
23 24
25
26 27