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
2276
$48K ﹤0.01%
+44,700
2277
$48K ﹤0.01%
17,335
+1,245
2278
$48K ﹤0.01%
+11,380
2279
$47K ﹤0.01%
59,375
-6,750
2280
$46K ﹤0.01%
2,627
-100
2281
$46K ﹤0.01%
17,456
+2,020
2282
$43K ﹤0.01%
15,119
+44
2283
$41K ﹤0.01%
+482
2284
$40K ﹤0.01%
11,102
2285
– –
0
2286
$39K ﹤0.01%
+11,621
2287
$39K ﹤0.01%
+12,219
2288
$38K ﹤0.01%
1,406
2289
$37K ﹤0.01%
16,677
2290
$37K ﹤0.01%
4,710
+235
2291
$37K ﹤0.01%
12,618
+2,602
2292
$35K ﹤0.01%
684
2293
$35K ﹤0.01%
+31,315
2294
$34K ﹤0.01%
+11,235
2295
$32K ﹤0.01%
1,052
2296
$32K ﹤0.01%
10,729
2297
$30K ﹤0.01%
14,599
-250
2298
$30K ﹤0.01%
11,235
2299
$30K ﹤0.01%
13,100
2300
$30K ﹤0.01%
+22,007
90 91
92
93 94