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
2051
$219K ﹤0.01%
+8,488
2052
$219K ﹤0.01%
36,996
+5,334
2053
$219K ﹤0.01%
31,894
+482
2054
$219K ﹤0.01%
+3,434
2055
$218K ﹤0.01%
6,178
+360
2056
$218K ﹤0.01%
7,053
+6
2057
$216K ﹤0.01%
10,675
-225
2058
$216K ﹤0.01%
15,650
2059
$215K ﹤0.01%
6,392
-1,130
2060
$215K ﹤0.01%
11,093
-586
2061
$215K ﹤0.01%
+6,441
2062
$215K ﹤0.01%
26,747
-1,561
2063
$215K ﹤0.01%
16,983
+3,595
2064
$215K ﹤0.01%
4,952
+862
2065
$214K ﹤0.01%
18,700
2066
$214K ﹤0.01%
+3,566
2067
$213K ﹤0.01%
+3,881
2068
$212K ﹤0.01%
4,548
+135
2069
$212K ﹤0.01%
+3,315
2070
$212K ﹤0.01%
8,007
-5,037
2071
$211K ﹤0.01%
+11,724
2072
$211K ﹤0.01%
12,638
+200
2073
$211K ﹤0.01%
15,108
+12
2074
$210K ﹤0.01%
+3,169
2075
$210K ﹤0.01%
8,927
-1,471
81 82
83
84 85