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
1251
$743K 0.01%
37,891
+318
1252
$743K 0.01%
128,853
+10,624
1253
$742K 0.01%
15,011
+7,099
1254
$741K 0.01%
16,704
-501
1255
$740K 0.01%
39,159
+16,042
1256
$739K 0.01%
43,650
+15,717
1257
$739K 0.01%
+34,803
1258
$738K 0.01%
32,262
-102
1259
$737K 0.01%
+28,867
1260
$736K 0.01%
28,042
1261
$736K 0.01%
26,740
-2,275
1262
$735K 0.01%
19,048
-538
1263
$735K 0.01%
32,541
-1,698
1264
$731K 0.01%
29,883
+1,353
1265
$729K 0.01%
+27,879
1266
$728K 0.01%
46,855
+24,000
1267
$728K 0.01%
3,557
+64
1268
$727K 0.01%
12,395
+1,100
1269
$727K 0.01%
2,972
+38
1270
$726K 0.01%
6,843
-196
1271
$722K 0.01%
+4,861
1272
$719K 0.01%
7,702
+2,165
1273
$717K 0.01%
113,886
1274
$713K 0.01%
15,459
+834
1275
$711K 0.01%
26,485
-1,537
49 50
51
52 53