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
1701
$366K ﹤0.01%
38,517
-1,498
1702
$365K ﹤0.01%
+6,260
1703
$364K ﹤0.01%
+11,605
1704
$364K ﹤0.01%
4,201
+251
1705
$364K ﹤0.01%
4,278
+28
1706
$362K ﹤0.01%
1,983
-296
1707
$361K ﹤0.01%
14,960
-852
1708
$361K ﹤0.01%
14,116
+2,463
1709
$359K ﹤0.01%
20,068
-40,613
1710
$358K ﹤0.01%
5,659
-19
1711
$354K ﹤0.01%
15,790
1712
$353K ﹤0.01%
7,682
+15
1713
$353K ﹤0.01%
13,427
-149
1714
$352K ﹤0.01%
11,134
-18,627
1715
$352K ﹤0.01%
+22,782
1716
$351K ﹤0.01%
9,581
-2,013
1717
$350K ﹤0.01%
22,178
-2,226
1718
$350K ﹤0.01%
10,257
-440
1719
$350K ﹤0.01%
2,962
-169
1720
$349K ﹤0.01%
11,753
+407
1721
$349K ﹤0.01%
+14,629
1722
$349K ﹤0.01%
22,685
-100
1723
$349K ﹤0.01%
1,964
+208
1724
$349K ﹤0.01%
4,975
+246
1725
$348K ﹤0.01%
4,680
-30,732
67 68
69
70 71