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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.5M 0.12%
245,946
+7,956
177
$13.5M 0.12%
156,744
-816
178
$13.4M 0.12%
111,277
+3,364
179
$13.4M 0.12%
383,517
+22,834
180
$13.4M 0.12%
706,680
+111,750
181
$13M 0.11%
289,256
+6,673
182
$12.8M 0.11%
146,680
+27,106
183
$12.8M 0.11%
36,261
+4,067
184
$12.7M 0.11%
231,783
+45,826
185
$12.6M 0.11%
247,589
+9,021
186
$12.4M 0.11%
419,548
+33,573
187
$12.4M 0.11%
114,208
+15,642
188
$12.4M 0.11%
318,383
-40,435
189
$12.3M 0.11%
119,929
+3,755
190
$12.2M 0.11%
162,689
-2,059
191
$12.2M 0.11%
200,824
-459,789
192
$12.2M 0.11%
150,834
+1,712
193
$12.2M 0.11%
284,766
+45,569
194
$12.1M 0.11%
172,599
-6,726
195
$12.1M 0.11%
109,075
-36,303
196
$12M 0.11%
109,157
-2,616
197
$11.8M 0.1%
265,290
+12,655
198
$11.8M 0.1%
219,582
+7,164
199
$11.7M 0.1%
372,460
-39,430
200
$11.7M 0.1%
+309,094
6 7
8
9 10