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
726
$2.11M 0.02%
144,230
-8,554
727
$2.11M 0.02%
19,188
-288
728
$2.1M 0.02%
69,405
+14,681
729
$2.1M 0.02%
31,034
+1,072
730
$2.09M 0.02%
12,301
+890
731
$2.09M 0.02%
49,588
-63,282
732
$2.08M 0.02%
53,428
+4,465
733
$2.08M 0.02%
74,598
+342
734
$2.08M 0.02%
180,521
-9,764
735
$2.08M 0.02%
159,286
+54,193
736
$2.07M 0.02%
144,446
+16,273
737
$2.07M 0.02%
28,032
-978
738
$2.06M 0.02%
41,752
-720
739
$2.06M 0.02%
113,552
-7,815
740
$2.05M 0.02%
67,412
+20,014
741
$2.05M 0.02%
48,755
-1,576
742
$2.05M 0.02%
71,887
+33,905
743
$2.05M 0.02%
125,226
-350
744
$2.04M 0.02%
45,837
-5,664
745
$2.04M 0.02%
99,276
-19,081
746
$2.03M 0.02%
63,894
-8,192
747
$2.03M 0.02%
94,321
+35,309
748
$2.03M 0.02%
37,300
-22,496
749
$2.01M 0.02%
63,876
-11,286
750
$2M 0.02%
76,055
+32,054
28 29
30
31 32