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
1326
$653K 0.01%
18,113
-158
1327
$652K 0.01%
2,193
-130
1328
$652K 0.01%
7,971
+4,333
1329
$651K 0.01%
19,719
+9,645
1330
$651K 0.01%
+25,922
1331
$649K 0.01%
5,553
-22
1332
$649K 0.01%
17,418
-1,095
1333
$649K 0.01%
14,085
+2,746
1334
$648K 0.01%
58,871
-601
1335
$648K 0.01%
+27,325
1336
$645K 0.01%
5,001
-2,032
1337
$644K 0.01%
14,177
+309
1338
$643K 0.01%
16,792
+8,935
1339
$643K 0.01%
16,512
+1,707
1340
$643K 0.01%
16,126
-532
1341
$639K 0.01%
40,737
+9,631
1342
$637K 0.01%
40,802
-4,367
1343
$636K 0.01%
903
-7
1344
$633K 0.01%
3,894
-160
1345
$632K 0.01%
7,153
-728
1346
$631K 0.01%
42,288
-2,565
1347
$631K 0.01%
3,731
-235
1348
$630K 0.01%
7,276
-176
1349
$629K 0.01%
26,156
-3,061
1350
$629K 0.01%
7,677
+1,454
52 53
54
55 56