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
1151
$865K 0.01%
413,828
-5,714
1152
$864K 0.01%
141,097
+3,034
1153
$863K 0.01%
55,129
-85
1154
$862K 0.01%
23,556
+16,695
1155
$860K 0.01%
19,742
-131
1156
$859K 0.01%
53,147
+17,675
1157
$858K 0.01%
18,065
+2,615
1158
$857K 0.01%
233,644
+1,090
1159
$855K 0.01%
7,991
+169
1160
$855K 0.01%
72,335
-2,185
1161
$854K 0.01%
57,074
+2,816
1162
$854K 0.01%
90,254
-7,429
1163
$854K 0.01%
11,288
-3,407
1164
$852K 0.01%
45,210
+10,055
1165
$850K 0.01%
23,038
-76,359
1166
$849K 0.01%
27,169
+6,966
1167
$849K 0.01%
17,343
+1,449
1168
$845K 0.01%
13,215
-700
1169
$843K 0.01%
37,125
+7,356
1170
$842K 0.01%
36,682
+2,890
1171
$841K 0.01%
9,541
-2,117
1172
$839K 0.01%
134,456
+2,920
1173
$838K 0.01%
64,392
+143
1174
$837K 0.01%
80,226
-12,647
1175
$836K 0.01%
6,284
-2,269
45 46
47
48 49