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
2001
$235K ﹤0.01%
832
-120
2002
$234K ﹤0.01%
+24,030
2003
$234K ﹤0.01%
5,007
-228
2004
$234K ﹤0.01%
4,642
+231
2005
$234K ﹤0.01%
5,853
-91
2006
$233K ﹤0.01%
10,455
+13
2007
$233K ﹤0.01%
4,505
-2,188
2008
$233K ﹤0.01%
+1,860
2009
$232K ﹤0.01%
4,084
-1,735
2010
$232K ﹤0.01%
+11,335
2011
$232K ﹤0.01%
9,450
-606
2012
$232K ﹤0.01%
3,345
-596
2013
$232K ﹤0.01%
13,632
2014
$231K ﹤0.01%
29,525
+3,308
2015
$231K ﹤0.01%
+3,875
2016
$231K ﹤0.01%
7,788
+799
2017
$230K ﹤0.01%
2,075
-5,367
2018
$230K ﹤0.01%
6,327
-234
2019
$230K ﹤0.01%
+8,682
2020
$230K ﹤0.01%
1,690
-27
2021
$229K ﹤0.01%
5,330
-119
2022
$229K ﹤0.01%
10,573
-505
2023
$229K ﹤0.01%
6,467
-2,550
2024
$229K ﹤0.01%
+147
2025
$229K ﹤0.01%
+21,478
79 80
81
82 83