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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.4M 0.14%
266,246
+83,187
152
$16.3M 0.14%
259,106
+12,451
153
$16.3M 0.14%
361,262
+14,371
154
$16.2M 0.14%
183,350
+6,063
155
$16M 0.14%
280,190
-27,818
156
$15.9M 0.14%
176,892
-13,473
157
$15.8M 0.14%
81,476
-264
158
$15.5M 0.14%
291,153
+20,962
159
$15.5M 0.14%
55,934
+1,745
160
$15.4M 0.14%
575,480
-62,790
161
$15.3M 0.13%
373,068
-52,462
162
$15.2M 0.13%
102,550
+10,167
163
$15.1M 0.13%
132,103
+39,746
164
$14.9M 0.13%
531,099
-9,238
165
$14.6M 0.13%
501,530
+210,019
166
$14.6M 0.13%
239,628
-16,742
167
$14.6M 0.13%
835,536
+4,704
168
$14.6M 0.13%
108,154
+4,385
169
$14.5M 0.13%
151,238
-12,365
170
$14.1M 0.12%
1,537,127
+35,246
171
$14.1M 0.12%
498,382
+254,842
172
$13.9M 0.12%
148,039
+21,862
173
$13.9M 0.12%
140,331
+107,440
174
$13.9M 0.12%
121,148
+10,224
175
$13.6M 0.12%
96,021
+13,503
5 6
7
8 9