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
2201
$127K ﹤0.01%
13,989
-3,564
2202
$126K ﹤0.01%
12,573
-1,285
2203
$126K ﹤0.01%
12,083
+65
2204
$126K ﹤0.01%
11,483
+12
2205
$125K ﹤0.01%
12,616
-11,010
2206
$124K ﹤0.01%
+3,329
2207
$123K ﹤0.01%
679
+180
2208
$122K ﹤0.01%
+23,351
2209
$120K ﹤0.01%
+543
2210
$116K ﹤0.01%
72
2211
$113K ﹤0.01%
+10,511
2212
$113K ﹤0.01%
12,189
+141
2213
$110K ﹤0.01%
20,590
+6,416
2214
$109K ﹤0.01%
10,110
2215
$108K ﹤0.01%
+10,212
2216
$108K ﹤0.01%
17,224
+600
2217
$107K ﹤0.01%
2,305
-250
2218
$106K ﹤0.01%
+7,712
2219
$106K ﹤0.01%
20,147
+46
2220
$106K ﹤0.01%
12,800
+2,800
2221
$104K ﹤0.01%
+10,100
2222
$103K ﹤0.01%
18,780
+111
2223
$103K ﹤0.01%
11,203
+64
2224
$102K ﹤0.01%
16,366
+2,892
2225
$102K ﹤0.01%
11,166
-4,444
87 88
89
90 91