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
2251
$66K ﹤0.01%
16,794
+336
2252
$66K ﹤0.01%
12,550
-108
2253
$66K ﹤0.01%
10,513
-1,658
2254
$64K ﹤0.01%
32
2255
$63K ﹤0.01%
4,033
2256
$63K ﹤0.01%
59,140
+125
2257
$61K ﹤0.01%
6
-1
2258
$60K ﹤0.01%
4,697
+1,750
2259
$59K ﹤0.01%
10,000
2260
$58K ﹤0.01%
12,500
2261
$58K ﹤0.01%
4,001
+500
2262
$57K ﹤0.01%
10,916
-2,195
2263
$57K ﹤0.01%
+15,137
2264
$56K ﹤0.01%
+10,342
2265
$56K ﹤0.01%
44,757
-1,120
2266
$56K ﹤0.01%
+10,725
2267
$55K ﹤0.01%
27,201
-4,342
2268
$54K ﹤0.01%
+16
2269
$54K ﹤0.01%
+17,410
2270
$53K ﹤0.01%
13,981
-3,692
2271
$52K ﹤0.01%
21,104
-622
2272
$52K ﹤0.01%
2,205
+196
2273
$52K ﹤0.01%
29,954
+3,433
2274
$50K ﹤0.01%
10,929
+353
2275
$50K ﹤0.01%
1,502
89 90
91
92 93