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
201
$11.6M 0.1%
320,647
+7,514
202
$11.6M 0.1%
153,208
-6,022
203
$11.6M 0.1%
96,852
+2,401
204
$11.5M 0.1%
37
-3
205
$11.5M 0.1%
53,278
+3,152
206
$11.4M 0.1%
268,994
+89,001
207
$11.4M 0.1%
469,466
+27,853
208
$11.4M 0.1%
964,140
+155,916
209
$11.3M 0.1%
129,298
+1,860
210
$11.3M 0.1%
100,285
-6,355
211
$11.3M 0.1%
126,268
+12,032
212
$11.2M 0.1%
351,709
+131,997
213
$11.2M 0.1%
196,040
+21,822
214
$11.2M 0.1%
100,200
-2,082
215
$11.2M 0.1%
140,905
+5,068
216
$11.2M 0.1%
227,823
-111,312
217
$11.2M 0.1%
867,086
+29,893
218
$11.1M 0.1%
56,794
-662
219
$11.1M 0.1%
118,122
+6,049
220
$11M 0.1%
100,623
+39,331
221
$10.8M 0.09%
66,531
+194
222
$10.7M 0.09%
301,972
+188,547
223
$10.7M 0.09%
219,640
-40,859
224
$10.7M 0.09%
260,130
-54,012
225
$10.7M 0.09%
218,038
-26,321
7 8
9
10 11