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
2076
$210K ﹤0.01%
+5,601
2077
$210K ﹤0.01%
4,009
-114
2078
$209K ﹤0.01%
+4,096
2079
$209K ﹤0.01%
+2,933
2080
$209K ﹤0.01%
4,903
-4,067
2081
$209K ﹤0.01%
3,813
-95
2082
$208K ﹤0.01%
+2,337
2083
$208K ﹤0.01%
+3,559
2084
$208K ﹤0.01%
3,468
+4
2085
$208K ﹤0.01%
+2,944
2086
$208K ﹤0.01%
+6,523
2087
$208K ﹤0.01%
2,148
+24
2088
$207K ﹤0.01%
11,775
+104
2089
$207K ﹤0.01%
22,920
+3,434
2090
$207K ﹤0.01%
+2,802
2091
$207K ﹤0.01%
18,278
-1,720
2092
$207K ﹤0.01%
992
-244
2093
$206K ﹤0.01%
+2,483
2094
$206K ﹤0.01%
6,295
-1,933
2095
$206K ﹤0.01%
+6,806
2096
$205K ﹤0.01%
4,361
-2,830
2097
$205K ﹤0.01%
5,964
-653
2098
$205K ﹤0.01%
3,240
2099
$205K ﹤0.01%
10,926
-3,180
2100
$205K ﹤0.01%
+2,304
82 83
84
85 86