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
1826
$298K ﹤0.01%
6,307
-3,364
1827
$297K ﹤0.01%
32,071
-3,467
1828
$297K ﹤0.01%
25,506
-500
1829
$296K ﹤0.01%
19,501
-621
1830
$296K ﹤0.01%
7,421
+237
1831
$295K ﹤0.01%
39,281
+4,293
1832
$295K ﹤0.01%
19,489
+2,974
1833
$294K ﹤0.01%
12,627
+407
1834
$293K ﹤0.01%
13,120
-1,295
1835
$293K ﹤0.01%
5,673
-323
1836
$293K ﹤0.01%
5,704
-27
1837
$292K ﹤0.01%
19,476
+4,347
1838
$292K ﹤0.01%
6,544
-2,235
1839
$291K ﹤0.01%
9,252
+688
1840
$291K ﹤0.01%
14,582
+982
1841
$290K ﹤0.01%
1,984
+188
1842
$290K ﹤0.01%
3,101
-212
1843
$290K ﹤0.01%
+11,714
1844
$290K ﹤0.01%
12,796
+752
1845
$289K ﹤0.01%
5,246
+386
1846
$289K ﹤0.01%
15,135
+5,095
1847
$289K ﹤0.01%
+5,928
1848
$288K ﹤0.01%
26,192
+461
1849
$288K ﹤0.01%
7,712
+409
1850
$288K ﹤0.01%
30,190
+8,754
72 73
74
75 76