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
1851
$287K ﹤0.01%
10,385
-4,976
1852
$286K ﹤0.01%
12,582
+3,456
1853
$286K ﹤0.01%
10,185
-413
1854
$285K ﹤0.01%
2,750
-62
1855
$285K ﹤0.01%
3,101
-1,777
1856
$284K ﹤0.01%
+5,032
1857
$284K ﹤0.01%
4,808
+7
1858
$284K ﹤0.01%
12,016
-579
1859
$284K ﹤0.01%
9,296
-36,513
1860
$284K ﹤0.01%
1,378
+81
1861
$284K ﹤0.01%
5,899
-1,517
1862
$283K ﹤0.01%
+10,600
1863
$282K ﹤0.01%
+9,238
1864
$282K ﹤0.01%
1,201
-187
1865
$281K ﹤0.01%
11,904
-153
1866
$281K ﹤0.01%
29,363
-17,150
1867
$280K ﹤0.01%
+6,488
1868
$280K ﹤0.01%
5,337
-479
1869
$280K ﹤0.01%
10,594
-20,531
1870
$280K ﹤0.01%
10,643
-34
1871
$280K ﹤0.01%
+10,494
1872
$279K ﹤0.01%
2,893
-673
1873
$279K ﹤0.01%
6,748
-645
1874
$279K ﹤0.01%
17,995
+5,679
1875
$279K ﹤0.01%
20,895
+27
73 74
75
76 77