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
1101
$944K 0.01%
104,294
-18,686
1102
$940K 0.01%
8,305
-1,700
1103
$939K 0.01%
25,094
+1,755
1104
$936K 0.01%
24,744
-14,718
1105
$936K 0.01%
34,768
+418
1106
$935K 0.01%
34,181
+11,656
1107
$934K 0.01%
52,635
+6,184
1108
$933K 0.01%
+25,691
1109
$932K 0.01%
27,490
+2,246
1110
$932K 0.01%
6,790
+206
1111
$931K 0.01%
16,078
+514
1112
$930K 0.01%
63,723
+714
1113
$929K 0.01%
+12,442
1114
$929K 0.01%
72,901
-707
1115
$927K 0.01%
25,360
+282
1116
$926K 0.01%
26,456
+2,109
1117
$926K 0.01%
11,265
-1,070
1118
$923K 0.01%
35,375
-1,382
1119
$918K 0.01%
14,850
+98
1120
$915K 0.01%
17,874
+1,209
1121
$915K 0.01%
9,338
+1,834
1122
$912K 0.01%
10,181
-6
1123
$912K 0.01%
44,935
-1,687
1124
$912K 0.01%
38,615
-602
1125
$911K 0.01%
36,106
+4,620
43 44
45
46 47