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
851
$1.57M 0.01%
+72,237
852
$1.57M 0.01%
74,181
-3,934
853
$1.56M 0.01%
26,705
-18,814
854
$1.56M 0.01%
34,206
+2,615
855
$1.55M 0.01%
13,607
+2,083
856
$1.55M 0.01%
31,324
-8,820
857
$1.54M 0.01%
+22,251
858
$1.54M 0.01%
45,162
+1,163
859
$1.54M 0.01%
30,484
-40,852
860
$1.53M 0.01%
+21,037
861
$1.52M 0.01%
138,169
-9,377
862
$1.51M 0.01%
20,931
+3,894
863
$1.51M 0.01%
13,923
+2,476
864
$1.5M 0.01%
26,172
+4,866
865
$1.5M 0.01%
9,514
-1,191
866
$1.5M 0.01%
60,023
+6,112
867
$1.5M 0.01%
32,790
-469
868
$1.49M 0.01%
20,055
+1,140
869
$1.49M 0.01%
16,602
+10,297
870
$1.49M 0.01%
50,744
-7,189
871
$1.48M 0.01%
32,619
+15,753
872
$1.48M 0.01%
25,942
+405
873
$1.48M 0.01%
50,391
+30
874
$1.48M 0.01%
16,055
+2,312
875
$1.47M 0.01%
51,362
+3,996
33 34
35
36 37