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
926
$1.33M 0.01%
171,284
-6,708
927
$1.32M 0.01%
8,449
-1,647
928
$1.32M 0.01%
18,379
-13,924
929
$1.32M 0.01%
50,265
-5,344
930
$1.31M 0.01%
14,457
+1,132
931
$1.31M 0.01%
23,406
+2,755
932
$1.31M 0.01%
37,786
-4,141
933
$1.31M 0.01%
+9,058
934
$1.31M 0.01%
+26,987
935
$1.31M 0.01%
12,825
-626
936
$1.3M 0.01%
11,335
-322
937
$1.3M 0.01%
15,267
+2,532
938
$1.3M 0.01%
23,504
+7,114
939
$1.3M 0.01%
22,955
+4,112
940
$1.3M 0.01%
43,878
+1,925
941
$1.29M 0.01%
90,692
+6,676
942
$1.29M 0.01%
24,420
-559
943
$1.29M 0.01%
46,508
-1,426
944
$1.29M 0.01%
17,439
-656
945
$1.28M 0.01%
100,162
-1,295
946
$1.28M 0.01%
35,011
+17
947
$1.27M 0.01%
58,199
-1,126
948
$1.26M 0.01%
26,964
-2,020
949
$1.26M 0.01%
65,432
+11,611
950
$1.26M 0.01%
+50,840
36 37
38
39 40