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
1226
$773K 0.01%
7,850
-2,364
1227
$772K 0.01%
8,411
+3,045
1228
$772K 0.01%
+33,816
1229
$772K 0.01%
+34,358
1230
$771K 0.01%
20,244
+7,973
1231
$771K 0.01%
29,891
+21,153
1232
$770K 0.01%
13,814
+872
1233
$768K 0.01%
17,556
+56
1234
$767K 0.01%
13,515
-1,911
1235
$767K 0.01%
24,725
+5,650
1236
$766K 0.01%
54,172
+6,254
1237
$765K 0.01%
19,333
+592
1238
$762K 0.01%
24,419
-1,336
1239
$761K 0.01%
49,575
+66
1240
$758K 0.01%
75,418
-8,502
1241
$757K 0.01%
+11,930
1242
$756K 0.01%
+30,405
1243
$755K 0.01%
45,097
+9,155
1244
$754K 0.01%
16,827
-16,722
1245
$751K 0.01%
13,257
-1,740
1246
$750K 0.01%
10,540
+609
1247
$748K 0.01%
49,523
-2,603
1248
$748K 0.01%
12,615
+18
1249
$747K 0.01%
10,166
-118
1250
$743K 0.01%
+9,000
48 49
50
51 52