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
1451
$537K ﹤0.01%
12,750
+171
1452
$537K ﹤0.01%
51,666
+12,315
1453
$536K ﹤0.01%
27,722
-2,496
1454
$535K ﹤0.01%
12,523
+9
1455
$534K ﹤0.01%
4,129
+18
1456
$533K ﹤0.01%
33,852
-16,340
1457
$533K ﹤0.01%
6,698
+232
1458
$532K ﹤0.01%
24,876
+2,418
1459
$532K ﹤0.01%
21,012
+8,044
1460
$530K ﹤0.01%
7,822
+2,531
1461
$529K ﹤0.01%
8,226
+634
1462
$528K ﹤0.01%
12,882
-18,181
1463
$528K ﹤0.01%
2,617
-461
1464
$524K ﹤0.01%
5,429
+465
1465
$524K ﹤0.01%
34,974
+149
1466
$523K ﹤0.01%
+19,888
1467
$522K ﹤0.01%
17,044
+37
1468
$520K ﹤0.01%
11,168
-868
1469
$520K ﹤0.01%
30,850
-3,190
1470
$520K ﹤0.01%
2,189
+69
1471
$518K ﹤0.01%
+13,297
1472
$517K ﹤0.01%
5,994
+1,081
1473
$517K ﹤0.01%
5,753
+430
1474
$515K ﹤0.01%
23,787
-60
1475
$514K ﹤0.01%
+21,386
57 58
59
60 61