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
2101
$205K ﹤0.01%
+4,414
2102
$205K ﹤0.01%
+14,155
2103
$204K ﹤0.01%
+4,437
2104
$204K ﹤0.01%
+1,019
2105
$204K ﹤0.01%
4,603
-458
2106
$203K ﹤0.01%
+6,137
2107
$203K ﹤0.01%
+7,309
2108
$203K ﹤0.01%
+368
2109
$203K ﹤0.01%
1,724
-115
2110
$203K ﹤0.01%
+3,600
2111
$203K ﹤0.01%
15,710
-265
2112
$203K ﹤0.01%
+1,956
2113
$202K ﹤0.01%
+1,332
2114
$202K ﹤0.01%
2,666
-6,348
2115
$202K ﹤0.01%
1,443
-7
2116
$201K ﹤0.01%
15,542
+1,045
2117
$201K ﹤0.01%
+14,026
2118
$201K ﹤0.01%
+2,400
2119
$201K ﹤0.01%
9,424
+180
2120
$201K ﹤0.01%
+1,390
2121
$201K ﹤0.01%
+11,266
2122
$201K ﹤0.01%
+2,824
2123
$200K ﹤0.01%
+6,113
2124
$200K ﹤0.01%
+22,822
2125
$200K ﹤0.01%
+10,527
83 84
85
86 87