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
1026
$1.07M 0.01%
34,638
+15,156
1027
$1.07M 0.01%
232,846
+148,346
1028
$1.07M 0.01%
23,070
+2,148
1029
$1.07M 0.01%
+22,330
1030
$1.07M 0.01%
11,887
-251
1031
$1.07M 0.01%
49,847
+14,834
1032
$1.07M 0.01%
21,044
+2,998
1033
$1.07M 0.01%
64,626
+1,275
1034
$1.07M 0.01%
18,384
+874
1035
$1.06M 0.01%
41,272
-928,162
1036
$1.06M 0.01%
42,077
+32,254
1037
$1.06M 0.01%
27,730
-5,394
1038
$1.06M 0.01%
14,048
+1,864
1039
$1.05M 0.01%
17,277
-1,490
1040
$1.05M 0.01%
28,461
+3,171
1041
$1.05M 0.01%
34,614
-2,112
1042
$1.05M 0.01%
41,367
-455
1043
$1.05M 0.01%
22,543
+535
1044
$1.05M 0.01%
43,242
+2,781
1045
$1.04M 0.01%
45,386
+1,411
1046
$1.04M 0.01%
4,063
-206
1047
$1.04M 0.01%
31,216
+4,226
1048
$1.03M 0.01%
56,979
+1,476
1049
$1.03M 0.01%
31,005
+1,675
1050
$1.03M 0.01%
8,765
+2,365
40 41
42
43 44