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
676
$2.4M 0.02%
46,153
-780
677
$2.38M 0.02%
73,890
-4,710
678
$2.37M 0.02%
71,779
-1,440
679
$2.37M 0.02%
51,384
-1,699
680
$2.36M 0.02%
94,500
+11,895
681
$2.35M 0.02%
49,862
+7,391
682
$2.35M 0.02%
+83,761
683
$2.33M 0.02%
51,511
+11,184
684
$2.32M 0.02%
34,960
-9,701
685
$2.31M 0.02%
71,672
-24,735
686
$2.3M 0.02%
21,046
-4
687
$2.3M 0.02%
15,899
-2,034
688
$2.29M 0.02%
15,344
+10,018
689
$2.29M 0.02%
20,160
+823
690
$2.28M 0.02%
35,930
-242
691
$2.28M 0.02%
51,994
-6,871
692
$2.28M 0.02%
34,109
+6,599
693
$2.28M 0.02%
141,598
-7,151
694
$2.28M 0.02%
15,595
-890
695
$2.27M 0.02%
+250,778
696
$2.26M 0.02%
36,953
+813
697
$2.26M 0.02%
18,377
-200
698
$2.26M 0.02%
28,260
+1,732
699
$2.26M 0.02%
74,830
+6,568
700
$2.26M 0.02%
56,587
-6,686
26 27
28
29 30