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 3.93%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.6M 0.02%
103,913
+15,159
652
$2.59M 0.02%
83,119
-7,041
653
$2.57M 0.02%
167,571
+3,513
654
$2.56M 0.02%
42,668
+891
655
$2.56M 0.02%
100,852
-2,782
656
$2.56M 0.02%
147,597
+76,260
657
$2.56M 0.02%
48,271
+6,744
658
$2.55M 0.02%
25,434
-11,032
659
$2.54M 0.02%
97,531
+6,957
660
$2.54M 0.02%
62,472
-6,060
661
$2.54M 0.02%
43,509
+4,374
662
$2.53M 0.02%
34,734
-25
663
$2.51M 0.02%
61,259
-48,748
664
$2.48M 0.02%
47,420
-4,715
665
$2.48M 0.02%
12,900
+2,739
666
$2.47M 0.02%
19,842
+1,050
667
$2.45M 0.02%
141,654
+72,204
668
$2.43M 0.02%
160,668
+2,483
669
$2.43M 0.02%
94,332
-137,961
670
$2.43M 0.02%
+86,457
671
$2.42M 0.02%
66,030
-1,748
672
$2.42M 0.02%
127,650
+78,454
673
$2.41M 0.02%
100,615
-1,715
674
$2.41M 0.02%
64,934
+52,997
675
$2.4M 0.02%
62,606
+349
25 26
27
28 29