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
1676
$380K ﹤0.01%
+4,321
1677
$379K ﹤0.01%
9,933
-529
1678
$378K ﹤0.01%
7,309
-353
1679
$378K ﹤0.01%
9,924
+2,620
1680
$377K ﹤0.01%
26,370
+63
1681
$377K ﹤0.01%
62,188
-1,965
1682
$376K ﹤0.01%
8,701
+1,895
1683
$373K ﹤0.01%
7,566
-2,266
1684
$373K ﹤0.01%
9,975
-646
1685
$372K ﹤0.01%
28,901
-130
1686
$372K ﹤0.01%
2,754
+187
1687
$372K ﹤0.01%
18,217
+350
1688
$372K ﹤0.01%
3,620
-60
1689
$371K ﹤0.01%
32,217
-4,070
1690
$370K ﹤0.01%
28,214
-1,736
1691
$370K ﹤0.01%
11,004
-8,677
1692
$369K ﹤0.01%
16,392
+7,419
1693
$369K ﹤0.01%
+17,970
1694
$369K ﹤0.01%
3,288
-484
1695
$368K ﹤0.01%
3,550
+95
1696
$368K ﹤0.01%
4,158
1697
$367K ﹤0.01%
9,184
-59
1698
$367K ﹤0.01%
+266,164
1699
$367K ﹤0.01%
32,506
-1,361
1700
$366K ﹤0.01%
11,570
+1,457
66 67
68
69 70