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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.2M 0.17%
139,641
-95
127
$18.6M 0.16%
287,571
-2,513
128
$18.6M 0.16%
146,937
+13,346
129
$18.4M 0.16%
210,061
-2,521
130
$18.4M 0.16%
110,050
+3,757
131
$18.4M 0.16%
276,046
+237,014
132
$18.3M 0.16%
296,027
+14,481
133
$18.2M 0.16%
321,058
+35,081
134
$18.2M 0.16%
257,216
+7,356
135
$18.1M 0.16%
359,382
+6,592
136
$18.1M 0.16%
364,111
+12,335
137
$18.1M 0.16%
491,591
+36,291
138
$17.9M 0.16%
679,746
+304,689
139
$17.6M 0.15%
210,473
+3,254
140
$17.5M 0.15%
427,200
-31,211
141
$17.5M 0.15%
60,575
+6,999
142
$17.3M 0.15%
233,080
+2,680
143
$16.9M 0.15%
290,844
+25,664
144
$16.7M 0.15%
99,735
-5,990
145
$16.7M 0.15%
440,181
-42,787
146
$16.7M 0.15%
538,468
-28,966
147
$16.7M 0.15%
182,505
-3,588
148
$16.6M 0.15%
702,110
+29,350
149
$16.5M 0.14%
90,383
+2,691
150
$16.4M 0.14%
705,129
-52,998
4 5
6
7 8