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
2301
$29K ﹤0.01%
1,250
+205
2302
$28K ﹤0.01%
4,308
2303
$28K ﹤0.01%
+10,260
2304
$28K ﹤0.01%
360
-43
2305
$27K ﹤0.01%
1,083
+17
2306
$26K ﹤0.01%
10,800
2307
$26K ﹤0.01%
+13,273
2308
$25K ﹤0.01%
19,045
2309
$22K ﹤0.01%
2,742
-10
2310
$21K ﹤0.01%
12,700
2311
$21K ﹤0.01%
51,350
+20,000
2312
$20K ﹤0.01%
11,509
+705
2313
$20K ﹤0.01%
+15,000
2314
$19K ﹤0.01%
+13,600
2315
$17K ﹤0.01%
5,311
+702
2316
$16K ﹤0.01%
16,640
2317
$16K ﹤0.01%
13,320
2318
$16K ﹤0.01%
+73,811
2319
$15K ﹤0.01%
13,000
2320
$12K ﹤0.01%
+13,580
2321
$12K ﹤0.01%
+10,511
2322
$12K ﹤0.01%
13,493
-2,613
2323
$10K ﹤0.01%
1,207
2324
$10K ﹤0.01%
1,470
2325
$9K ﹤0.01%
+15,000
91 92
93
94 95