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
1651
$397K ﹤0.01%
18,681
-219
1652
$396K ﹤0.01%
7,739
-95
1653
$394K ﹤0.01%
4,137
-69
1654
$394K ﹤0.01%
9,121
+44
1655
$392K ﹤0.01%
+24,360
1656
$392K ﹤0.01%
7,290
+1,015
1657
$391K ﹤0.01%
8,410
-1,175
1658
$391K ﹤0.01%
32,829
-128
1659
$391K ﹤0.01%
24,820
+7,466
1660
$390K ﹤0.01%
13,035
-1,005
1661
$389K ﹤0.01%
+5,976
1662
$389K ﹤0.01%
+33,573
1663
$388K ﹤0.01%
13,849
+4,171
1664
$388K ﹤0.01%
8,649
+31
1665
$387K ﹤0.01%
16,685
+3,096
1666
$386K ﹤0.01%
37,942
+241
1667
$386K ﹤0.01%
2,506
+636
1668
$385K ﹤0.01%
2,866
-598
1669
$384K ﹤0.01%
6,488
-371
1670
$384K ﹤0.01%
+14,632
1671
$382K ﹤0.01%
17,247
+2,763
1672
$381K ﹤0.01%
2,608
+50
1673
$381K ﹤0.01%
+14,638
1674
$381K ﹤0.01%
29,000
-500
1675
$380K ﹤0.01%
4,335
+456
65 66
67
68 69