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
1526
$478K ﹤0.01%
59,918
+283
1527
$477K ﹤0.01%
8,953
+163
1528
$477K ﹤0.01%
3,237
+1,871
1529
$476K ﹤0.01%
9,437
-2,054
1530
$476K ﹤0.01%
17,499
+2,707
1531
$476K ﹤0.01%
8,935
+1,590
1532
$476K ﹤0.01%
38,046
+7,145
1533
$475K ﹤0.01%
38,738
-3,480
1534
$475K ﹤0.01%
16,623
-497
1535
$474K ﹤0.01%
6,981
-1,180
1536
$473K ﹤0.01%
12,162
-459
1537
$472K ﹤0.01%
+13,788
1538
$472K ﹤0.01%
10,070
+1,662
1539
$471K ﹤0.01%
60,131
+2,379
1540
$471K ﹤0.01%
8,279
-205
1541
$470K ﹤0.01%
6,453
-3,114
1542
$469K ﹤0.01%
8,069
-116
1543
$469K ﹤0.01%
8,419
+17
1544
$469K ﹤0.01%
3,940
+340
1545
$468K ﹤0.01%
10,069
1546
$468K ﹤0.01%
6,314
+167
1547
$468K ﹤0.01%
9,699
-18,054
1548
$467K ﹤0.01%
5,310
+125
1549
$466K ﹤0.01%
35,580
+1,127
1550
$465K ﹤0.01%
37,657
+2,074
60 61
62
63 64