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
1001
$1.14M 0.01%
72,790
+4,265
1002
$1.14M 0.01%
25,571
-1,163
1003
$1.13M 0.01%
98,501
+9,346
1004
$1.13M 0.01%
9,776
-530
1005
$1.12M 0.01%
9,030
-2,613
1006
$1.12M 0.01%
31,175
+20,485
1007
$1.12M 0.01%
22,146
-6,938
1008
$1.12M 0.01%
+10,700
1009
$1.12M 0.01%
14,964
-1,041
1010
$1.11M 0.01%
16,568
-220
1011
$1.11M 0.01%
25,198
+19
1012
$1.1M 0.01%
+21,919
1013
$1.1M 0.01%
30,145
-1,995
1014
$1.09M 0.01%
+43,555
1015
$1.09M 0.01%
+25,762
1016
$1.09M 0.01%
4,141
-82
1017
$1.09M 0.01%
11,900
-6,993
1018
$1.08M 0.01%
32,300
-4,711
1019
$1.08M 0.01%
40,832
-2,343
1020
$1.08M 0.01%
19,415
+924
1021
$1.08M 0.01%
26,136
+17,953
1022
$1.08M 0.01%
87,676
+446
1023
$1.08M 0.01%
10,770
+634
1024
$1.08M 0.01%
57,510
-4,740
1025
$1.07M 0.01%
64,549
+2,862
39 40
41
42 43