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
1976
$243K ﹤0.01%
+9,782
1977
$243K ﹤0.01%
14,893
-4,700
1978
$243K ﹤0.01%
5,959
+549
1979
$242K ﹤0.01%
26,632
-1,768
1980
$242K ﹤0.01%
+5,353
1981
$241K ﹤0.01%
511
-364
1982
$241K ﹤0.01%
8,372
+3,252
1983
$241K ﹤0.01%
1,651
+35
1984
$241K ﹤0.01%
+8,538
1985
$240K ﹤0.01%
4,255
-220
1986
$240K ﹤0.01%
12,044
+13
1987
$240K ﹤0.01%
4,955
+200
1988
$239K ﹤0.01%
5,770
-378
1989
$239K ﹤0.01%
1,670
-2,283
1990
$239K ﹤0.01%
11,373
+558
1991
$238K ﹤0.01%
13,130
+436
1992
$238K ﹤0.01%
13,535
-1,594
1993
$238K ﹤0.01%
11,303
+3
1994
$237K ﹤0.01%
359
-193
1995
$237K ﹤0.01%
6,825
+420
1996
$237K ﹤0.01%
9,299
-5,134
1997
$236K ﹤0.01%
3,434
-93
1998
$236K ﹤0.01%
+31,057
1999
$235K ﹤0.01%
32,545
+3,726
2000
$235K ﹤0.01%
4,003
-2,040
78 79
80
81 82