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
751
$1.99M 0.02%
33,570
-1,100
752
$1.99M 0.02%
33,227
+4,114
753
$1.99M 0.02%
26,793
+5,964
754
$1.99M 0.02%
57,922
+30,968
755
$1.98M 0.02%
48,441
+2,133
756
$1.97M 0.02%
+59,759
757
$1.97M 0.02%
6,652
-523
758
$1.96M 0.02%
43,169
+5,106
759
$1.96M 0.02%
297,645
-2,719
760
$1.96M 0.02%
33,844
+1,139
761
$1.95M 0.02%
57,450
-420
762
$1.95M 0.02%
1,798
-85
763
$1.95M 0.02%
33,446
-29,878
764
$1.94M 0.02%
12,219
+6,324
765
$1.94M 0.02%
35,374
+301
766
$1.93M 0.02%
12,228
+1,162
767
$1.93M 0.02%
11,701
+130
768
$1.93M 0.02%
+3,656
769
$1.93M 0.02%
7,921
-11
770
$1.92M 0.02%
22,723
+118
771
$1.92M 0.02%
35,762
-2,023
772
$1.91M 0.02%
70,713
-1,044
773
$1.9M 0.02%
58,513
+6,072
774
$1.9M 0.02%
31,268
-3,500
775
$1.9M 0.02%
99,785
-29,269
29 30
31
32 33