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
1476
$513K ﹤0.01%
13,779
+650
1477
$513K ﹤0.01%
32,957
+808
1478
$512K ﹤0.01%
20,019
+1,280
1479
$511K ﹤0.01%
5,690
-4,242
1480
$510K ﹤0.01%
10,699
+689
1481
$509K ﹤0.01%
2,282
+519
1482
$509K ﹤0.01%
6,042
-381
1483
$509K ﹤0.01%
+6,271
1484
$508K ﹤0.01%
29,397
+2,427
1485
$508K ﹤0.01%
6,454
-86
1486
$507K ﹤0.01%
5,474
+18
1487
$505K ﹤0.01%
37,530
+238
1488
$504K ﹤0.01%
759
-27
1489
$503K ﹤0.01%
5,068
+205
1490
$503K ﹤0.01%
17,864
-7,769
1491
$500K ﹤0.01%
44,490
-46,785
1492
$500K ﹤0.01%
19,158
-2,304
1493
$498K ﹤0.01%
7,664
-457
1494
$497K ﹤0.01%
47,575
+800
1495
$496K ﹤0.01%
11,155
-1,695
1496
$496K ﹤0.01%
5,320
-22
1497
$494K ﹤0.01%
10,566
+248
1498
$494K ﹤0.01%
23,574
+4,733
1499
$494K ﹤0.01%
9,020
+2,527
1500
$493K ﹤0.01%
4,095
+696
58 59
60
61 62