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
1951
$251K ﹤0.01%
17,519
+182
1952
$250K ﹤0.01%
+10,187
1953
$250K ﹤0.01%
15,482
-592
1954
$250K ﹤0.01%
7,217
+124
1955
$250K ﹤0.01%
11,076
+47
1956
$250K ﹤0.01%
4,237
-354
1957
$250K ﹤0.01%
5,147
-880
1958
$250K ﹤0.01%
2,327
-69
1959
$249K ﹤0.01%
6,964
-5,937
1960
$248K ﹤0.01%
11,391
-3,588
1961
$248K ﹤0.01%
16,423
1962
$248K ﹤0.01%
4,257
+522
1963
$248K ﹤0.01%
+11,647
1964
$247K ﹤0.01%
10,346
-942
1965
$247K ﹤0.01%
5,542
+766
1966
$247K ﹤0.01%
8,371
+508
1967
$247K ﹤0.01%
+9,815
1968
$246K ﹤0.01%
3,606
-1,874
1969
$246K ﹤0.01%
33,347
-3,000
1970
$245K ﹤0.01%
+9,743
1971
$245K ﹤0.01%
+5,454
1972
$245K ﹤0.01%
14,154
+2,151
1973
$244K ﹤0.01%
14,752
-11,877
1974
$243K ﹤0.01%
2,155
-3
1975
$243K ﹤0.01%
3,938
-214
77 78
79
80 81