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
1501
$491K ﹤0.01%
34,563
-951
1502
$491K ﹤0.01%
19,879
+1,928
1503
$491K ﹤0.01%
12,841
+329
1504
$491K ﹤0.01%
17,210
-5,566
1505
$490K ﹤0.01%
23,061
+3,932
1506
$490K ﹤0.01%
34,911
-7,597
1507
$489K ﹤0.01%
17,453
+2,016
1508
$489K ﹤0.01%
14,799
-5,109
1509
$488K ﹤0.01%
29,443
+1,297
1510
$488K ﹤0.01%
11,429
+2,275
1511
$487K ﹤0.01%
18,846
+683
1512
$487K ﹤0.01%
16,619
-602
1513
$487K ﹤0.01%
29,740
-224
1514
$487K ﹤0.01%
32,490
+1,400
1515
$486K ﹤0.01%
10,294
+1,523
1516
$486K ﹤0.01%
1,180
+145
1517
$486K ﹤0.01%
11,535
+186
1518
$484K ﹤0.01%
21,723
+1,652
1519
$482K ﹤0.01%
6,988
+722
1520
$481K ﹤0.01%
+9,582
1521
$481K ﹤0.01%
8,782
+2,496
1522
$481K ﹤0.01%
22,961
-2,013
1523
$481K ﹤0.01%
24,028
+4,805
1524
$480K ﹤0.01%
7,930
-1,344
1525
$479K ﹤0.01%
24,944
+61
59 60
61
62 63