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
901
$1.39M 0.01%
50,625
-14,927
902
$1.39M 0.01%
69,929
-4,177
903
$1.39M 0.01%
67,201
-2,168
904
$1.39M 0.01%
43,841
-14,860
905
$1.39M 0.01%
26,281
+1,123
906
$1.39M 0.01%
85,876
+1,422
907
$1.38M 0.01%
135,133
-5,880
908
$1.38M 0.01%
11,111
-1,079
909
$1.37M 0.01%
46,878
+1,893
910
$1.37M 0.01%
34,109
+436
911
$1.37M 0.01%
33,590
+471
912
$1.37M 0.01%
26,363
-762
913
$1.36M 0.01%
14,316
-1,732
914
$1.36M 0.01%
75,816
+15,789
915
$1.36M 0.01%
160,612
-2,607
916
$1.35M 0.01%
20,758
-8,364
917
$1.35M 0.01%
18,577
+3,087
918
$1.35M 0.01%
49,407
-4,968
919
$1.35M 0.01%
92,746
+5,290
920
$1.35M 0.01%
10,101
+511
921
$1.34M 0.01%
9,300
-234
922
$1.34M 0.01%
11,749
-391
923
$1.34M 0.01%
54,880
+5,224
924
$1.33M 0.01%
+9,580
925
$1.33M 0.01%
+39,245
35 36
37
38 39