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
1401
$582K 0.01%
33,227
+982
1402
$581K 0.01%
+5,999
1403
$579K 0.01%
5,906
+1,430
1404
$578K 0.01%
1,252
-16
1405
$578K 0.01%
36,280
+587
1406
$577K 0.01%
8,982
+647
1407
$577K 0.01%
15,235
-111
1408
$576K 0.01%
50,800
-1,000
1409
$574K 0.01%
12,467
-309
1410
$572K 0.01%
12,041
-15,460
1411
$571K 0.01%
21,089
-1,929
1412
$571K 0.01%
10,154
+702
1413
$571K 0.01%
7,875
+791
1414
$571K 0.01%
+7,495
1415
$570K 0.01%
7,316
+6
1416
$569K 0.01%
9,968
+4,275
1417
$569K 0.01%
14,163
-499
1418
$565K 0.01%
24,682
+52
1419
$564K 0.01%
8,705
-3,445
1420
$563K ﹤0.01%
20,320
+1,764
1421
$563K ﹤0.01%
8,682
-1,548
1422
$562K ﹤0.01%
42,539
+71
1423
$562K ﹤0.01%
20,287
+1,364
1424
$562K ﹤0.01%
6,437
-13
1425
$561K ﹤0.01%
8,026
+312
55 56
57
58 59