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
951
$1.26M 0.01%
17,724
-5,136
952
$1.26M 0.01%
14,600
-100
953
$1.26M 0.01%
22,643
-6,094
954
$1.26M 0.01%
44,568
-6,859
955
$1.25M 0.01%
6,301
+642
956
$1.25M 0.01%
24,878
+16,759
957
$1.25M 0.01%
7,378
-20
958
$1.25M 0.01%
17,177
+473
959
$1.25M 0.01%
28,578
-5,121
960
$1.24M 0.01%
79,579
-49,696
961
$1.24M 0.01%
114,183
-1,703
962
$1.24M 0.01%
16,816
-286
963
$1.24M 0.01%
61,982
-1,536
964
$1.24M 0.01%
27,011
+3,636
965
$1.24M 0.01%
11,233
-1,198
966
$1.24M 0.01%
69,252
+18,948
967
$1.23M 0.01%
+40,417
968
$1.23M 0.01%
25,345
+1,853
969
$1.22M 0.01%
47,838
-2,813
970
$1.22M 0.01%
15,700
971
$1.22M 0.01%
38,937
+4,775
972
$1.22M 0.01%
22,817
+365
973
$1.21M 0.01%
38,170
-6,808
974
$1.21M 0.01%
9,623
+1,913
975
$1.21M 0.01%
6,670
-519
37 38
39
40 41