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
1576
$448K ﹤0.01%
11,851
-1,069
1577
$447K ﹤0.01%
22,285
+2,662
1578
$447K ﹤0.01%
20,056
+2,135
1579
$446K ﹤0.01%
2,978
-116
1580
$446K ﹤0.01%
14,383
-6,494
1581
$446K ﹤0.01%
+14,554
1582
$446K ﹤0.01%
13,965
-330
1583
$444K ﹤0.01%
5,082
+465
1584
$443K ﹤0.01%
10,055
+319
1585
$443K ﹤0.01%
+234,324
1586
$441K ﹤0.01%
3,610
-295
1587
$441K ﹤0.01%
28,024
+403
1588
$441K ﹤0.01%
8,899
-17,548
1589
$440K ﹤0.01%
+17,240
1590
$440K ﹤0.01%
+1,534
1591
$439K ﹤0.01%
26,677
-977
1592
$438K ﹤0.01%
21,647
-458
1593
$438K ﹤0.01%
40,454
-219
1594
$437K ﹤0.01%
16,060
-1,093
1595
$436K ﹤0.01%
14,566
-116
1596
$436K ﹤0.01%
36,080
-169,224
1597
$434K ﹤0.01%
31,901
+10,540
1598
$434K ﹤0.01%
+44,832
1599
$433K ﹤0.01%
3,641
+510
1600
$433K ﹤0.01%
341,250
+245,545
62 63
64
65 66