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
1176
$835K 0.01%
77,688
-2,156
1177
$834K 0.01%
22,701
+823
1178
$834K 0.01%
5,446
+1,103
1179
$833K 0.01%
5,599
-1,825
1180
$832K 0.01%
33,465
+11,734
1181
$830K 0.01%
18,402
+14,418
1182
$829K 0.01%
11,928
-913
1183
$828K 0.01%
8,516
+3,370
1184
$827K 0.01%
59,506
-4,704
1185
$827K 0.01%
32,668
+4,019
1186
$827K 0.01%
47,847
-1,405
1187
$827K 0.01%
52,247
+15,976
1188
$825K 0.01%
8,268
-2,229
1189
$824K 0.01%
14,235
-1,727
1190
$824K 0.01%
4,492
-828
1191
$822K 0.01%
10,492
+1,350
1192
$821K 0.01%
12,870
-3,410
1193
$820K 0.01%
+540
1194
$819K 0.01%
51,175
-15,202
1195
$819K 0.01%
+23,074
1196
$816K 0.01%
10,617
+198
1197
$814K 0.01%
102,918
+11,048
1198
$809K 0.01%
27,151
+1,673
1199
$808K 0.01%
8,864
+1,030
1200
$808K 0.01%
52,860
-39
46 47
48
49 50