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
1376
$600K 0.01%
24,500
+66
1377
$600K 0.01%
42,714
-6,765
1378
$600K 0.01%
10,181
+151
1379
$598K 0.01%
25,000
1380
$598K 0.01%
37,842
-20,560
1381
$597K 0.01%
11,180
-2,951
1382
$597K 0.01%
20,192
+1,166
1383
$596K 0.01%
26,708
-1,844
1384
$594K 0.01%
31,455
-4,614
1385
$594K 0.01%
11,768
+4,705
1386
$592K 0.01%
23,580
+4,494
1387
$590K 0.01%
33,122
-1,906
1388
$590K 0.01%
13,188
-1,815
1389
$590K 0.01%
18,895
+1
1390
$590K 0.01%
52,716
+4,550
1391
$589K 0.01%
39,036
+2,831
1392
$588K 0.01%
12,233
+16
1393
$588K 0.01%
+23,652
1394
$587K 0.01%
6,104
-1,398
1395
$586K 0.01%
23,481
+12,024
1396
$586K 0.01%
20,740
-25,770
1397
$586K 0.01%
5,143
-1,840
1398
$586K 0.01%
14,158
+1,030
1399
$585K 0.01%
16,097
+10,011
1400
$583K 0.01%
13,347
-3,873
54 55
56
57 58