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
1926
$262K ﹤0.01%
2,408
-198
1927
$261K ﹤0.01%
28,029
+6,231
1928
$261K ﹤0.01%
1,199
-181
1929
$261K ﹤0.01%
8,350
-24,382
1930
$261K ﹤0.01%
4,713
-1,724
1931
$259K ﹤0.01%
4,192
+30
1932
$259K ﹤0.01%
+17,765
1933
$258K ﹤0.01%
13,027
+2,493
1934
$257K ﹤0.01%
8,113
+1,849
1935
$257K ﹤0.01%
7,949
+886
1936
$256K ﹤0.01%
5,324
+372
1937
$255K ﹤0.01%
50,994
+28,694
1938
$255K ﹤0.01%
4,176
-477
1939
$254K ﹤0.01%
3,295
+218
1940
$254K ﹤0.01%
3,195
-581
1941
$254K ﹤0.01%
+14,816
1942
$254K ﹤0.01%
6,191
+309
1943
$254K ﹤0.01%
1,957
-61
1944
$253K ﹤0.01%
3,883
+670
1945
$252K ﹤0.01%
15,421
+455
1946
$252K ﹤0.01%
6,022
-138
1947
$252K ﹤0.01%
12,924
+202
1948
$251K ﹤0.01%
4,894
-36
1949
$251K ﹤0.01%
3,146
-4
1950
$251K ﹤0.01%
6,604
+185
76 77
78
79 80