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
1201
$805K 0.01%
107,561
-43,601
1202
$805K 0.01%
15,734
+1,196
1203
$803K 0.01%
41,676
-2,073
1204
$803K 0.01%
23,620
-842
1205
$800K 0.01%
25,735
+6,047
1206
$799K 0.01%
43,496
+945
1207
$798K 0.01%
38,220
1208
$797K 0.01%
19,314
-2,368
1209
$796K 0.01%
14,361
+83
1210
$796K 0.01%
40,468
+30,223
1211
$795K 0.01%
19,641
-3
1212
$792K 0.01%
4,720
+1,691
1213
$784K 0.01%
18,167
+1,308
1214
$783K 0.01%
142,450
+110,550
1215
$782K 0.01%
19,060
+1,684
1216
$781K 0.01%
16,335
+625
1217
$780K 0.01%
80,216
-14,600
1218
$779K 0.01%
33,462
-388
1219
$778K 0.01%
14,836
+2,991
1220
$777K 0.01%
8,884
-262
1221
$777K 0.01%
14,785
-942
1222
$776K 0.01%
35,960
+2,393
1223
$775K 0.01%
79,436
-6,333
1224
$774K 0.01%
32,835
+183
1225
$773K 0.01%
7,063
-1,835
47 48
49
50 51