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
776
$1.9M 0.02%
19,782
+2,780
777
$1.9M 0.02%
93,230
+13,313
778
$1.89M 0.02%
19,501
+2,289
779
$1.88M 0.02%
19,661
-12,496
780
$1.87M 0.02%
23,114
+3,435
781
$1.87M 0.02%
27,437
+2,184
782
$1.87M 0.02%
76,069
+4,889
783
$1.86M 0.02%
33,653
+24,568
784
$1.86M 0.02%
50,393
+4,339
785
$1.85M 0.02%
28,480
-3,697
786
$1.85M 0.02%
58,593
+1,095
787
$1.85M 0.02%
64,557
-2,046
788
$1.84M 0.02%
8,807
-1,394
789
$1.83M 0.02%
70,455
+2,460
790
$1.83M 0.02%
+5,673
791
$1.82M 0.02%
41,694
+11,844
792
$1.82M 0.02%
5,104
+2,026
793
$1.82M 0.02%
29,101
-833
794
$1.82M 0.02%
+35,541
795
$1.81M 0.02%
15,337
+725
796
$1.81M 0.02%
45,477
+5,705
797
$1.8M 0.02%
18,083
+849
798
$1.8M 0.02%
107,560
+6,784
799
$1.8M 0.02%
73,792
+27,123
800
$1.8M 0.02%
7,336
-1,372
30 31
32
33 34