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
2126
$199K ﹤0.01%
19,023
-2,243
2127
$198K ﹤0.01%
24,918
+3,174
2128
$198K ﹤0.01%
21,816
-1,000
2129
$197K ﹤0.01%
86,744
-934
2130
$197K ﹤0.01%
+1,452
2131
$194K ﹤0.01%
16,335
+800
2132
$192K ﹤0.01%
+24,537
2133
$192K ﹤0.01%
12,793
+24
2134
$192K ﹤0.01%
+37,050
2135
$191K ﹤0.01%
3,683
-226
2136
$188K ﹤0.01%
+10,427
2137
$188K ﹤0.01%
12,763
2138
$186K ﹤0.01%
14,572
+865
2139
$185K ﹤0.01%
+64,590
2140
$182K ﹤0.01%
+12,346
2141
$182K ﹤0.01%
14,770
+1,723
2142
$179K ﹤0.01%
15,977
+1,013
2143
$178K ﹤0.01%
15,032
-667
2144
$175K ﹤0.01%
+12,550
2145
$174K ﹤0.01%
10,732
+239
2146
$174K ﹤0.01%
11,609
-1,987
2147
$173K ﹤0.01%
5,870
+385
2148
$172K ﹤0.01%
15,991
-275
2149
$171K ﹤0.01%
27,644
+5
2150
$170K ﹤0.01%
16,418
-66
84 85
86
87 88