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
1801
$308K ﹤0.01%
3,378
-1,263
1802
$308K ﹤0.01%
7,680
+749
1803
$307K ﹤0.01%
7,055
+332
1804
$306K ﹤0.01%
4,734
-196
1805
$306K ﹤0.01%
5,849
+976
1806
$306K ﹤0.01%
+14,413
1807
$305K ﹤0.01%
19,230
-911
1808
$305K ﹤0.01%
3,302
+640
1809
$305K ﹤0.01%
+3,778
1810
$305K ﹤0.01%
8,179
-1,237
1811
$304K ﹤0.01%
19,550
-7,285
1812
$304K ﹤0.01%
23,794
1813
$303K ﹤0.01%
8,658
1814
$302K ﹤0.01%
6,868
+186
1815
$302K ﹤0.01%
3,243
-474
1816
$302K ﹤0.01%
7,632
-1,086
1817
$301K ﹤0.01%
+14,964
1818
$301K ﹤0.01%
9,341
-733
1819
$301K ﹤0.01%
3,369
+502
1820
$300K ﹤0.01%
1,356
+95
1821
$300K ﹤0.01%
78,522
+13,432
1822
$300K ﹤0.01%
575
-311
1823
$298K ﹤0.01%
+6,131
1824
$298K ﹤0.01%
25,386
-4,425
1825
$298K ﹤0.01%
10,797
+199
71 72
73
74 75