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
1276
$708K 0.01%
125,570
+9,400
1277
$706K 0.01%
464
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8,264
-1,108
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25,245
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1284
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-252
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26,093
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14,188
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12,939
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1288
$690K 0.01%
639
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35,624
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$687K 0.01%
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8,662
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11,362
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11,077
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$683K 0.01%
26,719
1296
$683K 0.01%
54,177
+2,309
1297
$682K 0.01%
6,578
-182
1298
$681K 0.01%
1,180
+60
1299
$680K 0.01%
14,718
+2
1300
$679K 0.01%
8,246
-306
50 51
52
53 54