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
1051
$1.03M 0.01%
8,675
-2,183
1052
$1.03M 0.01%
51,512
+2,090
1053
$1.03M 0.01%
18,108
-1,296
1054
$1.02M 0.01%
19,559
+1,693
1055
$1.02M 0.01%
+18,864
1056
$1.02M 0.01%
8,152
+2,412
1057
$1.01M 0.01%
28,932
+13,630
1058
$1.01M 0.01%
26,382
-3,989
1059
$1.01M 0.01%
+26,855
1060
$1.01M 0.01%
24,855
-40,803
1061
$1.01M 0.01%
65,540
+6,300
1062
$1M 0.01%
20,712
+1,796
1063
$1M 0.01%
12,270
+736
1064
$1M 0.01%
29,449
-4,704
1065
$1M 0.01%
20,096
+5,422
1066
$1M 0.01%
6,428
-2,111
1067
$1M 0.01%
10,822
-366
1068
$997K 0.01%
3,667
+551
1069
$997K 0.01%
18,008
+5,659
1070
$994K 0.01%
21,450
-1,882
1071
$993K 0.01%
14,429
-263
1072
$992K 0.01%
14,082
+5,973
1073
$991K 0.01%
54,591
-15,870
1074
$990K 0.01%
21,650
-227
1075
$989K 0.01%
6,486
+4,535
41 42
43
44 45