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
826
$1.68M 0.01%
102,169
-11,167
827
$1.68M 0.01%
26,591
-8,419
828
$1.67M 0.01%
16,661
+348
829
$1.66M 0.01%
38,266
+864
830
$1.65M 0.01%
126,579
-410
831
$1.65M 0.01%
27,411
-1,101
832
$1.65M 0.01%
21,484
-19,284
833
$1.64M 0.01%
11,117
+1,505
834
$1.63M 0.01%
118,711
-22,815
835
$1.63M 0.01%
93,130
+14,430
836
$1.63M 0.01%
55,864
+2,827
837
$1.63M 0.01%
41,738
+304
838
$1.63M 0.01%
70,989
+20,040
839
$1.62M 0.01%
82,342
+16,855
840
$1.61M 0.01%
49,795
+4,471
841
$1.61M 0.01%
32,383
+101
842
$1.6M 0.01%
70,548
-8,024
843
$1.59M 0.01%
14,415
-36
844
$1.59M 0.01%
21,024
+4,491
845
$1.59M 0.01%
36,057
+8,204
846
$1.59M 0.01%
60,297
+4,437
847
$1.59M 0.01%
110,869
+6,821
848
$1.58M 0.01%
105,584
-14,048
849
$1.58M 0.01%
29,388
+78
850
$1.58M 0.01%
13,090
-308
32 33
34
35 36