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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.8M 0.21%
109,544
-722
102
$23.7M 0.21%
232,855
+12,871
103
$23.6M 0.21%
330,395
+32,319
104
$23M 0.2%
442,900
+64,521
105
$22.8M 0.2%
451,534
+35,917
106
$22.3M 0.2%
277,128
+10,140
107
$22.3M 0.2%
132,791
-5,407
108
$21.9M 0.19%
237,287
+21,536
109
$21.4M 0.19%
126,747
+2,392
110
$21.3M 0.19%
136,303
+6,775
111
$21.2M 0.19%
541,195
+30,859
112
$21.1M 0.19%
724,910
-3,699
113
$21.1M 0.19%
225,750
+23,557
114
$20.6M 0.18%
160,230
-13,383
115
$20.5M 0.18%
1,364,451
-259,261
116
$20.3M 0.18%
1,936,168
+88,864
117
$20.3M 0.18%
179,268
+58,121
118
$20.2M 0.18%
4,642,360
+68,360
119
$20.1M 0.18%
534,326
-87,014
120
$19.9M 0.17%
395,672
+74,709
121
$19.9M 0.17%
195,368
-179,744
122
$19.5M 0.17%
90,692
+9,481
123
$19.4M 0.17%
455,357
+56,350
124
$19.4M 0.17%
325,694
+16,121
125
$19.3M 0.17%
506,801
+1,839
3 4
5
6 7