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
1626
$416K ﹤0.01%
16,209
+6,164
1627
$413K ﹤0.01%
9,906
+193
1628
$412K ﹤0.01%
+3,823
1629
$412K ﹤0.01%
446
1630
$412K ﹤0.01%
+12,213
1631
$410K ﹤0.01%
1,494
+622
1632
$409K ﹤0.01%
22,285
-1,625
1633
$409K ﹤0.01%
3,354
+348
1634
$408K ﹤0.01%
12,128
+2,684
1635
$408K ﹤0.01%
7,064
-7,792
1636
$407K ﹤0.01%
11,546
-9,044
1637
$407K ﹤0.01%
39,439
+2,127
1638
$407K ﹤0.01%
15,801
+445
1639
$405K ﹤0.01%
14,022
+357
1640
$405K ﹤0.01%
+2,972
1641
$405K ﹤0.01%
33,182
+5,174
1642
$405K ﹤0.01%
37,988
-1,392
1643
$404K ﹤0.01%
2,732
-62
1644
$403K ﹤0.01%
13,001
-2,747
1645
$402K ﹤0.01%
+12,960
1646
$401K ﹤0.01%
4,018
+84
1647
$399K ﹤0.01%
104,561
+76,155
1648
$398K ﹤0.01%
14,162
+4,039
1649
$398K ﹤0.01%
2,803
-43
1650
$397K ﹤0.01%
13,794
-8,028
64 65
66
67 68