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
1301
$678K 0.01%
+49,708
1302
$677K 0.01%
+10,223
1303
$677K 0.01%
7,466
-2,234
1304
$676K 0.01%
7,861
-15,942
1305
$676K 0.01%
4,646
-1,592
1306
$675K 0.01%
20,964
+10,732
1307
$673K 0.01%
11,163
+679
1308
$672K 0.01%
62,481
-1,061
1309
$672K 0.01%
29,782
+987
1310
$671K 0.01%
22,481
-3,732
1311
$668K 0.01%
18,340
+50
1312
$668K 0.01%
11,212
+316
1313
$667K 0.01%
28,207
+423
1314
$665K 0.01%
13,511
+5,657
1315
$663K 0.01%
32,849
+1,591
1316
$662K 0.01%
10,736
-4,898
1317
$661K 0.01%
15,260
-17,191
1318
$660K 0.01%
11,702
+616
1319
$659K 0.01%
17,672
-632
1320
$658K 0.01%
12,948
+919
1321
$656K 0.01%
21,726
+258
1322
$656K 0.01%
9,633
+2,086
1323
$653K 0.01%
7,582
-285
1324
$653K 0.01%
+1,384
1325
$653K 0.01%
37,477
-140
51 52
53
54 55