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
876
$1.47M 0.01%
230,289
-13,505
877
$1.47M 0.01%
57,640
+1,659
878
$1.47M 0.01%
11,294
-66
879
$1.46M 0.01%
18,332
+854
880
$1.46M 0.01%
62,405
-10,504
881
$1.46M 0.01%
11,804
+3,269
882
$1.46M 0.01%
27,765
-81
883
$1.45M 0.01%
31,747
+2,208
884
$1.45M 0.01%
+52,011
885
$1.44M 0.01%
+66,761
886
$1.43M 0.01%
6,455
-278
887
$1.43M 0.01%
54,195
-5,008
888
$1.43M 0.01%
+116,485
889
$1.42M 0.01%
25,454
+108
890
$1.42M 0.01%
17,399
+3,385
891
$1.42M 0.01%
56,456
-1,017
892
$1.41M 0.01%
153,064
-33,956
893
$1.41M 0.01%
52,791
+12,581
894
$1.41M 0.01%
9,386
+1,056
895
$1.41M 0.01%
23,433
+112
896
$1.4M 0.01%
19,772
-14
897
$1.4M 0.01%
26,878
+8,540
898
$1.4M 0.01%
+53,389
899
$1.4M 0.01%
111,676
-49,231
900
$1.4M 0.01%
27,696
-2,069
34 35
36
37 38