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
2226
$97K ﹤0.01%
+11,029
2227
$97K ﹤0.01%
+16,728
2228
$94K ﹤0.01%
14,345
2229
$93K ﹤0.01%
+10,793
2230
$92K ﹤0.01%
11,925
-300
2231
$90K ﹤0.01%
+57,751
2232
$88K ﹤0.01%
12,557
2233
$88K ﹤0.01%
15,635
+3,550
2234
$86K ﹤0.01%
3,735
+52
2235
$83K ﹤0.01%
13,624
-1,453
2236
$83K ﹤0.01%
15,944
+468
2237
$81K ﹤0.01%
20,000
2238
$80K ﹤0.01%
17,972
-4,683
2239
$79K ﹤0.01%
+4,636
2240
$79K ﹤0.01%
15,070
+715
2241
$78K ﹤0.01%
15,097
-394
2242
$77K ﹤0.01%
22,288
-2,025
2243
$76K ﹤0.01%
11,404
+4
2244
$76K ﹤0.01%
18,026
-2,028
2245
$74K ﹤0.01%
11,048
-29,845
2246
$72K ﹤0.01%
+12,845
2247
$71K ﹤0.01%
4,578
-2,016
2248
$71K ﹤0.01%
+10,668
2249
$68K ﹤0.01%
39,111
2250
$67K ﹤0.01%
29
88 89
90
91 92