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
801
$1.8M 0.02%
39,843
-2,492
802
$1.79M 0.02%
93,531
+7,423
803
$1.78M 0.02%
38,320
+2,938
804
$1.77M 0.02%
185,180
+7,992
805
$1.77M 0.02%
26,598
+438
806
$1.77M 0.02%
32,945
+5,834
807
$1.76M 0.02%
39,256
+4,061
808
$1.76M 0.02%
23,994
+1,247
809
$1.76M 0.02%
70,550
+36,806
810
$1.76M 0.02%
26,581
+127
811
$1.76M 0.02%
51,570
-74
812
$1.74M 0.02%
55,179
-46
813
$1.74M 0.02%
+81,088
814
$1.73M 0.02%
55,585
-79,582
815
$1.73M 0.02%
+98,304
816
$1.72M 0.02%
69,273
-5,397
817
$1.72M 0.02%
81,351
-16,601
818
$1.72M 0.02%
60,320
-1,760
819
$1.71M 0.02%
21,554
-6,584
820
$1.7M 0.01%
13,822
+63
821
$1.7M 0.01%
68,307
+370
822
$1.7M 0.01%
16,216
+1,695
823
$1.69M 0.01%
11,994
-781
824
$1.68M 0.01%
19,194
-2,750
825
$1.68M 0.01%
23,032
+8,354
31 32
33
34 35