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
1776
$319K ﹤0.01%
5,435
-1,883
1777
$319K ﹤0.01%
+22,435
1778
$319K ﹤0.01%
27,949
-260
1779
$319K ﹤0.01%
11,293
1780
$318K ﹤0.01%
11,910
+5
1781
$317K ﹤0.01%
120,007
+16,249
1782
$317K ﹤0.01%
40,770
-1,508
1783
$316K ﹤0.01%
16,020
-193
1784
$316K ﹤0.01%
12,115
-1,070
1785
$316K ﹤0.01%
+36,879
1786
$315K ﹤0.01%
2,874
+866
1787
$315K ﹤0.01%
20,948
-5,636
1788
$314K ﹤0.01%
7,136
+178
1789
$314K ﹤0.01%
8,617
+17
1790
$312K ﹤0.01%
2,647
-2,061
1791
$311K ﹤0.01%
5,750
+1,417
1792
$311K ﹤0.01%
28,648
+4,073
1793
$310K ﹤0.01%
17,818
+2,596
1794
$310K ﹤0.01%
7,241
+58
1795
$310K ﹤0.01%
31,639
-2,987
1796
$310K ﹤0.01%
10,628
-1,337
1797
$310K ﹤0.01%
4,944
+833
1798
$309K ﹤0.01%
6,796
-482
1799
$309K ﹤0.01%
10,505
-4,726
1800
$309K ﹤0.01%
10,662
+75
70 71
72
73 74