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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$148K ﹤0.01%
+15,010
2177
$147K ﹤0.01%
38,046
-6,893
2178
$147K ﹤0.01%
13,016
+436
2179
$146K ﹤0.01%
11,131
-349
2180
$146K ﹤0.01%
15,349
-4,615
2181
$146K ﹤0.01%
1,813
+1,189
2182
$143K ﹤0.01%
12,765
+1,077
2183
$143K ﹤0.01%
10,400
-1,400
2184
$141K ﹤0.01%
+46,144
2185
$140K ﹤0.01%
+10,303
2186
$139K ﹤0.01%
38,875
-1,000
2187
$139K ﹤0.01%
18,430
+89
2188
$139K ﹤0.01%
+10,222
2189
$139K ﹤0.01%
11,770
-284
2190
$138K ﹤0.01%
20,500
+493
2191
$138K ﹤0.01%
+10,387
2192
$138K ﹤0.01%
+14,000
2193
$136K ﹤0.01%
+20,301
2194
$135K ﹤0.01%
12,400
-275
2195
$132K ﹤0.01%
+14,536
2196
$130K ﹤0.01%
12,380
2197
$130K ﹤0.01%
10,899
-155
2198
$130K ﹤0.01%
216
+44
2199
$128K ﹤0.01%
378
+14
2200
$128K ﹤0.01%
+11,000
86 87
88
89 90