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
1351
$628K 0.01%
6,419
-1,538
1352
$628K 0.01%
31,945
-5,034
1353
$626K 0.01%
46,858
+2,024
1354
$625K 0.01%
+28,604
1355
$621K 0.01%
414
+39
1356
$619K 0.01%
24,365
-845
1357
$619K 0.01%
24,260
-300
1358
$617K 0.01%
21,230
-5,230
1359
$616K 0.01%
30,550
+13,196
1360
$616K 0.01%
27,700
+1,622
1361
$615K 0.01%
4,683
+37
1362
$615K 0.01%
25,496
+1,950
1363
$614K 0.01%
+11,855
1364
$613K 0.01%
4,128
+244
1365
$612K 0.01%
+7,450
1366
$611K 0.01%
23,885
-1,909
1367
$611K 0.01%
1,464
+29
1368
$611K 0.01%
18,900
+305
1369
$611K 0.01%
23,884
+8,369
1370
$611K 0.01%
74,735
+9,494
1371
$610K 0.01%
+23,686
1372
$607K 0.01%
44,298
+21,225
1373
$604K 0.01%
47,937
+500
1374
$603K 0.01%
3,806
-15,131
1375
$601K 0.01%
25,804
+1,818
53 54
55
56 57