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
1901
$271K ﹤0.01%
+10,903
1902
$270K ﹤0.01%
14,596
-86
1903
$270K ﹤0.01%
46,367
+30,102
1904
$269K ﹤0.01%
+4,221
1905
$269K ﹤0.01%
2,071
+108
1906
$267K ﹤0.01%
+106,067
1907
$267K ﹤0.01%
976
+8
1908
$267K ﹤0.01%
2,130
-2,241
1909
$266K ﹤0.01%
7,935
-888
1910
$265K ﹤0.01%
18,359
+587
1911
$265K ﹤0.01%
31,944
-21,408
1912
$265K ﹤0.01%
10,112
-8,466
1913
$264K ﹤0.01%
38,966
+53
1914
$264K ﹤0.01%
18,963
-55
1915
$264K ﹤0.01%
10,536
+25
1916
$263K ﹤0.01%
56,037
+9,834
1917
$263K ﹤0.01%
4,895
-1,691
1918
$263K ﹤0.01%
5,141
-400
1919
$263K ﹤0.01%
132,168
+300
1920
$263K ﹤0.01%
9,037
-578
1921
$263K ﹤0.01%
4,599
-731
1922
$263K ﹤0.01%
7,970
-101
1923
$262K ﹤0.01%
11,283
+662
1924
$262K ﹤0.01%
3,459
+29
1925
$262K ﹤0.01%
3,476
+3
75 76
77
78 79