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
1876
$278K ﹤0.01%
21,238
+5,514
1877
$278K ﹤0.01%
13,342
1878
$278K ﹤0.01%
2,419
-147
1879
$278K ﹤0.01%
+5,124
1880
$278K ﹤0.01%
9,361
-391
1881
$278K ﹤0.01%
5,812
-1,488
1882
$278K ﹤0.01%
26,245
+2,729
1883
$277K ﹤0.01%
9,758
+4
1884
$277K ﹤0.01%
10,713
+2,560
1885
$277K ﹤0.01%
13,021
-7,055
1886
$277K ﹤0.01%
14,348
-72
1887
$276K ﹤0.01%
8,015
-69
1888
$276K ﹤0.01%
13,395
+2,918
1889
$276K ﹤0.01%
25,358
+10,238
1890
$275K ﹤0.01%
17,030
-1,943
1891
$275K ﹤0.01%
8,755
-425
1892
$274K ﹤0.01%
+10,580
1893
$274K ﹤0.01%
7,212
-878
1894
$272K ﹤0.01%
14,998
-4,727
1895
$272K ﹤0.01%
5,526
+546
1896
$272K ﹤0.01%
11,306
+3,958
1897
$272K ﹤0.01%
5,952
+208
1898
$272K ﹤0.01%
19,833
+27
1899
$271K ﹤0.01%
+10,554
1900
$271K ﹤0.01%
2,469
-5
74 75
76
77 78