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
51
$40.8M 0.36%
608,391
+8,633
52
$40.1M 0.35%
225,447
-9,871
53
$40M 0.35%
450,274
+26,095
54
$39.2M 0.34%
642,640
+9,060
55
$37.4M 0.33%
247,330
-1,045
56
$36.9M 0.32%
311,488
+20,395
57
$36.6M 0.32%
307,205
+1,299
58
$36.6M 0.32%
1,237,729
-183,754
59
$36.6M 0.32%
599,017
-44,013
60
$36.5M 0.32%
96,047
+3,786
61
$36.3M 0.32%
133,687
-1,032
62
$36.2M 0.32%
1,062,607
+13,392
63
$36M 0.32%
322,538
+26,728
64
$34.6M 0.3%
1,896,195
+221,358
65
$34.2M 0.3%
2,149,042
+178,170
66
$34.1M 0.3%
696,916
+12,987
67
$33.8M 0.3%
398,384
+101,287
68
$33.3M 0.29%
511,015
-48,865
69
$33.1M 0.29%
207,092
-42,078
70
$32.2M 0.28%
209,174
+8,635
71
$32.1M 0.28%
1,093,491
+44,618
72
$31.8M 0.28%
593,776
-23,937
73
$31.7M 0.28%
308,939
+7,361
74
$30.7M 0.27%
78,736
+3,619
75
$30.2M 0.27%
908,795
-56,561
1 2
3
4 5