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
1076
$986K 0.01%
54,401
-5,493
1077
$983K 0.01%
40,592
+3,002
1078
$982K 0.01%
23,029
+4,849
1079
$980K 0.01%
+36,485
1080
$979K 0.01%
106,673
+5,285
1081
$979K 0.01%
47,047
+16,273
1082
$979K 0.01%
21,569
+911
1083
$977K 0.01%
25,545
+1,632
1084
$976K 0.01%
40,418
+2,224
1085
$975K 0.01%
8,934
-473
1086
$975K 0.01%
25,955
+2,676
1087
$973K 0.01%
+29,494
1088
$971K 0.01%
15,167
-3,658
1089
$971K 0.01%
82,535
+17,305
1090
$965K 0.01%
27,699
+7,416
1091
$963K 0.01%
78,504
-1,760
1092
$963K 0.01%
108,672
+21,144
1093
$961K 0.01%
+23,535
1094
$956K 0.01%
4,940
-689
1095
$954K 0.01%
14,597
+667
1096
$953K 0.01%
12,443
-15
1097
$953K 0.01%
10,990
-458
1098
$953K 0.01%
44,870
+4,300
1099
$949K 0.01%
10,342
-5,636
1100
$948K 0.01%
25,909
-123
42 43
44
45 46