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
976
$1.21M 0.01%
12,907
+1,035
977
$1.2M 0.01%
83,976
-7,288
978
$1.2M 0.01%
24,452
-2,478
979
$1.2M 0.01%
52,323
-12,164
980
$1.19M 0.01%
20,521
+6,035
981
$1.19M 0.01%
25,617
+5,996
982
$1.19M 0.01%
99,420
-264
983
$1.19M 0.01%
8,146
+973
984
$1.19M 0.01%
73,161
-1,590
985
$1.18M 0.01%
998
+4
986
$1.18M 0.01%
8,772
+219
987
$1.18M 0.01%
24,176
-3,603
988
$1.17M 0.01%
16,437
+4,580
989
$1.17M 0.01%
25,089
+6,456
990
$1.17M 0.01%
43,196
-192,121
991
$1.17M 0.01%
139,712
-10,162
992
$1.16M 0.01%
80,184
+1,894
993
$1.15M 0.01%
46,852
+9,359
994
$1.15M 0.01%
23,670
-97
995
$1.15M 0.01%
14,487
-2,078
996
$1.15M 0.01%
4,918
-765
997
$1.14M 0.01%
37,983
+19,921
998
$1.14M 0.01%
56,796
+23,156
999
$1.14M 0.01%
75,787
+5,577
1000
$1.14M 0.01%
30,244
+66
38 39
40
41 42