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
2151
$169K ﹤0.01%
31,263
-5,570
2152
$169K ﹤0.01%
10,403
-6,688
2153
$169K ﹤0.01%
53,124
+145
2154
$168K ﹤0.01%
12,160
+616
2155
$167K ﹤0.01%
12,129
+1,342
2156
$166K ﹤0.01%
15,828
2157
$165K ﹤0.01%
13,103
2158
$164K ﹤0.01%
10,582
-600
2159
$163K ﹤0.01%
10,703
-198
2160
$163K ﹤0.01%
5,555
+267
2161
$163K ﹤0.01%
14,317
-51
2162
$163K ﹤0.01%
+2,625
2163
$161K ﹤0.01%
+35,015
2164
$161K ﹤0.01%
115,760
2165
$158K ﹤0.01%
+21,392
2166
$158K ﹤0.01%
10,376
2167
$157K ﹤0.01%
34,262
+4,120
2168
$155K ﹤0.01%
12,729
+946
2169
$154K ﹤0.01%
13,406
-1,502
2170
$154K ﹤0.01%
11,816
+800
2171
$153K ﹤0.01%
11,934
2172
$153K ﹤0.01%
29,150
+2,200
2173
$153K ﹤0.01%
1,584
-576
2174
$149K ﹤0.01%
+10,338
2175
$149K ﹤0.01%
11,405
-784
85 86
87
88 89