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
1726
$348K ﹤0.01%
13,835
+4,267
1727
$348K ﹤0.01%
5,356
+1,393
1728
$347K ﹤0.01%
5,273
-285
1729
$346K ﹤0.01%
9,341
-1,331
1730
$345K ﹤0.01%
11,506
+3
1731
$345K ﹤0.01%
4,579
-82
1732
$342K ﹤0.01%
1,375
+171
1733
$342K ﹤0.01%
3,479
-159
1734
$340K ﹤0.01%
7,029
-96
1735
$340K ﹤0.01%
10,865
-2,098
1736
$337K ﹤0.01%
8,924
+416
1737
$336K ﹤0.01%
77,175
+16,973
1738
$335K ﹤0.01%
4,206
+871
1739
$333K ﹤0.01%
23,214
+2
1740
$332K ﹤0.01%
+40,873
1741
$332K ﹤0.01%
13,396
+2,033
1742
$331K ﹤0.01%
5,100
+1,015
1743
$330K ﹤0.01%
6,233
-1,704
1744
$330K ﹤0.01%
15,803
+1,084
1745
$330K ﹤0.01%
15,884
-1,113
1746
$330K ﹤0.01%
3,479
+1
1747
$330K ﹤0.01%
24,708
1748
$329K ﹤0.01%
5,946
-973
1749
$328K ﹤0.01%
+6,257
1750
$328K ﹤0.01%
9,143
+2,276
68 69
70
71 72