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
1126
$911K 0.01%
50,350
-9,610
1127
$907K 0.01%
12,377
+4,974
1128
$903K 0.01%
43,239
+1,923
1129
$902K 0.01%
29,291
+1,230
1130
$901K 0.01%
83,574
-4,999
1131
$899K 0.01%
20,015
+1,628
1132
$896K 0.01%
11,285
-1,753
1133
$889K 0.01%
3,546
+768
1134
$885K 0.01%
33,948
-582
1135
$884K 0.01%
34,837
+24,686
1136
$882K 0.01%
36,667
-4,042
1137
$877K 0.01%
6,941
-393
1138
$877K 0.01%
11,230
+2,254
1139
$874K 0.01%
4,841
+416
1140
$872K 0.01%
24,525
-9,342
1141
$871K 0.01%
49,226
+3,440
1142
$870K 0.01%
8,795
-1,000
1143
$869K 0.01%
9,876
+1,170
1144
$868K 0.01%
43,237
-3,030
1145
$868K 0.01%
14,818
-125
1146
$867K 0.01%
5,239
-461
1147
$867K 0.01%
31,154
+54
1148
$867K 0.01%
29,420
-75
1149
$865K 0.01%
83,104
+1,650
1150
$865K 0.01%
25,625
+5,525
44 45
46
47 48