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
626
$2.8M 0.02%
25,021
-5,012
627
$2.77M 0.02%
23,368
-2,430
628
$2.75M 0.02%
53,221
+17,593
629
$2.75M 0.02%
48,704
+16,679
630
$2.74M 0.02%
33,314
+2,672
631
$2.74M 0.02%
+14,136
632
$2.73M 0.02%
47,423
+4,762
633
$2.72M 0.02%
214,015
+82,444
634
$2.72M 0.02%
17,038
+530
635
$2.7M 0.02%
16,521
-469
636
$2.7M 0.02%
97,086
+78,510
637
$2.69M 0.02%
189,491
+7,533
638
$2.68M 0.02%
44,689
-5,499
639
$2.68M 0.02%
214,852
+5,247
640
$2.68M 0.02%
142,587
+2,824
641
$2.67M 0.02%
69,768
-2,401
642
$2.67M 0.02%
55,301
+2,288
643
$2.66M 0.02%
70,102
+848
644
$2.66M 0.02%
123,695
+29,346
645
$2.65M 0.02%
58,721
+4,657
646
$2.63M 0.02%
49,811
-5,394
647
$2.61M 0.02%
56,165
+14,549
648
$2.61M 0.02%
220,539
-6,145
649
$2.6M 0.02%
62,275
+6,284
650
$2.6M 0.02%
61,033
+2,505
24 25
26
27 28