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
701
$2.25M 0.02%
18,029
+1,420
702
$2.25M 0.02%
42,917
-13,343
703
$2.24M 0.02%
36,228
-33,640
704
$2.24M 0.02%
299,806
+97,451
705
$2.24M 0.02%
27,819
+2,994
706
$2.24M 0.02%
51,197
+23,291
707
$2.24M 0.02%
27,781
+24,972
708
$2.23M 0.02%
39,837
+891
709
$2.22M 0.02%
56,258
+4,928
710
$2.21M 0.02%
112,860
-43,560
711
$2.2M 0.02%
74,062
-14,256
712
$2.2M 0.02%
41,735
-184,138
713
$2.2M 0.02%
20,635
+4,170
714
$2.19M 0.02%
80,383
+7,810
715
$2.18M 0.02%
75,840
+6,995
716
$2.18M 0.02%
56,443
-12,944
717
$2.18M 0.02%
94,996
+9,565
718
$2.17M 0.02%
109,154
-36,716
719
$2.17M 0.02%
31,164
-5,190
720
$2.17M 0.02%
28,612
+733
721
$2.17M 0.02%
70,578
+413
722
$2.16M 0.02%
78,258
+9,833
723
$2.14M 0.02%
24,490
-598
724
$2.14M 0.02%
34,056
+72
725
$2.13M 0.02%
8,848
+694
27 28
29
30 31