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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.7M 0.26%
1,575,657
+5,781
77
$29.2M 0.26%
941,269
+64,695
78
$29.2M 0.26%
566,018
+6,316
79
$28.9M 0.25%
211,732
-9,755
80
$28.8M 0.25%
358,404
+1,835
81
$28.5M 0.25%
239,261
-25,006
82
$28.4M 0.25%
263,094
-31,289
83
$28.4M 0.25%
197,863
+83,281
84
$28.4M 0.25%
354,756
+16,468
85
$28.1M 0.25%
569,956
-83,242
86
$27.4M 0.24%
691,350
-13,779
87
$27.3M 0.24%
127,345
+7,051
88
$27.2M 0.24%
1,009,658
-22,580
89
$27.1M 0.24%
497,057
+13,374
90
$27M 0.24%
545,688
+37,896
91
$26.8M 0.24%
195,708
+5,402
92
$26.1M 0.23%
1,322,843
+172,684
93
$25.9M 0.23%
230,844
-5,564
94
$25.9M 0.23%
185,947
+8,508
95
$25.3M 0.22%
298,404
+1,490
96
$25.2M 0.22%
196,456
-56,296
97
$24.8M 0.22%
213,186
-60,295
98
$24.3M 0.21%
300,172
-7,954
99
$23.9M 0.21%
316,110
+54,557
100
$23.9M 0.21%
456,255
+40,867
2 3
4
5 6