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
1551
$464K ﹤0.01%
19,625
-5,225
1552
$463K ﹤0.01%
29,219
-17,602
1553
$463K ﹤0.01%
+4,566
1554
$461K ﹤0.01%
9,408
+4,448
1555
$460K ﹤0.01%
1,353
-30
1556
$459K ﹤0.01%
2,299
-22
1557
$459K ﹤0.01%
1,401
+341
1558
$459K ﹤0.01%
21,050
+1,020
1559
$458K ﹤0.01%
2,373
+165
1560
$457K ﹤0.01%
10,893
+985
1561
$457K ﹤0.01%
16,310
+349
1562
$457K ﹤0.01%
13,440
+781
1563
$457K ﹤0.01%
6,793
+3,447
1564
$456K ﹤0.01%
75,928
-316
1565
$456K ﹤0.01%
27,284
-197
1566
$455K ﹤0.01%
17,648
+7,466
1567
$454K ﹤0.01%
+10,187
1568
$453K ﹤0.01%
18,544
+794
1569
$452K ﹤0.01%
20,648
-1,152
1570
$452K ﹤0.01%
12,569
+528
1571
$451K ﹤0.01%
9,398
-6,498
1572
$450K ﹤0.01%
+8,663
1573
$449K ﹤0.01%
4,890
-215
1574
$449K ﹤0.01%
11,799
-2,396
1575
$448K ﹤0.01%
27,086
+47
61 62
63
64 65