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
1751
$328K ﹤0.01%
31,077
+12,809
1752
$327K ﹤0.01%
10,929
-2,276
1753
$326K ﹤0.01%
50,890
+3,492
1754
$326K ﹤0.01%
16,180
+1,477
1755
$326K ﹤0.01%
+3,737
1756
$326K ﹤0.01%
10,899
-1,205
1757
$326K ﹤0.01%
+15,026
1758
$326K ﹤0.01%
+15,979
1759
$325K ﹤0.01%
3,086
+422
1760
$324K ﹤0.01%
1,333
-1,391
1761
$324K ﹤0.01%
13,065
-7,548
1762
$324K ﹤0.01%
2,309
+274
1763
$323K ﹤0.01%
17,702
+5,245
1764
$323K ﹤0.01%
13,499
-67
1765
$323K ﹤0.01%
27,829
-632
1766
$323K ﹤0.01%
25,126
-12,142
1767
$323K ﹤0.01%
9,535
1768
$322K ﹤0.01%
12,948
-16,825
1769
$322K ﹤0.01%
52,510
-979
1770
$321K ﹤0.01%
56,147
-2,809
1771
$321K ﹤0.01%
9,972
-1,183
1772
$321K ﹤0.01%
7,811
-604
1773
$320K ﹤0.01%
4,196
+3
1774
$320K ﹤0.01%
13,666
-762
1775
$320K ﹤0.01%
5,700
-100
69 70
71
72 73