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
2026
$228K ﹤0.01%
15,281
+3,309
2027
$227K ﹤0.01%
38,837
+2,158
2028
$226K ﹤0.01%
1,885
-50
2029
$226K ﹤0.01%
24,400
+2,500
2030
$226K ﹤0.01%
16,095
+3,054
2031
$225K ﹤0.01%
4,210
+64
2032
$225K ﹤0.01%
+9,178
2033
$225K ﹤0.01%
8,077
-125
2034
$225K ﹤0.01%
10,235
-249
2035
$225K ﹤0.01%
+4,507
2036
$224K ﹤0.01%
13,279
+2,893
2037
$224K ﹤0.01%
11,174
+11
2038
$224K ﹤0.01%
12,879
-2,770
2039
$224K ﹤0.01%
+8,938
2040
$223K ﹤0.01%
3,746
-4,664
2041
$223K ﹤0.01%
2,702
-182
2042
$222K ﹤0.01%
+2,897
2043
$222K ﹤0.01%
+10,059
2044
$222K ﹤0.01%
+3,922
2045
$222K ﹤0.01%
8,640
2046
$221K ﹤0.01%
+5,925
2047
$221K ﹤0.01%
+6,967
2048
$221K ﹤0.01%
2,434
+56
2049
$221K ﹤0.01%
14,167
-111
2050
$220K ﹤0.01%
+1,040
80 81
82
83 84