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
1601
$432K ﹤0.01%
+3,129
1602
$432K ﹤0.01%
12,756
-894
1603
$431K ﹤0.01%
97,917
-9,797
1604
$431K ﹤0.01%
16,936
-5,120
1605
$430K ﹤0.01%
19,603
-2,042
1606
$429K ﹤0.01%
1,413
+295
1607
$429K ﹤0.01%
37,723
-2,813
1608
$428K ﹤0.01%
28,758
+14,738
1609
$428K ﹤0.01%
7,553
-881
1610
$427K ﹤0.01%
7,526
-235
1611
$427K ﹤0.01%
+11,756
1612
$424K ﹤0.01%
+18,931
1613
$422K ﹤0.01%
6,394
+204
1614
$422K ﹤0.01%
13,067
-1,024
1615
$421K ﹤0.01%
8,265
-405
1616
$420K ﹤0.01%
7,831
+3,667
1617
$419K ﹤0.01%
15,717
+324
1618
$419K ﹤0.01%
30,199
+7,380
1619
$418K ﹤0.01%
6,064
+685
1620
$418K ﹤0.01%
3,315
-23
1621
$418K ﹤0.01%
29,107
+1,642
1622
$418K ﹤0.01%
6,369
-535
1623
$418K ﹤0.01%
2,070
-25
1624
$418K ﹤0.01%
+10,019
1625
$417K ﹤0.01%
82,605
-581
63 64
65
66 67