Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$23.1M
2
+$23.1M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.7M
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
+$9.64M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.31M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.93%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$9K ﹤0.01%
10,587
-1,000
2327
$8K ﹤0.01%
750
2328
$7K ﹤0.01%
14,968
+442
2329
$2K ﹤0.01%
11,000
2330
– –
-5,843
2331
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-54,353
2332
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-3,932
2333
– –
-10,000
2334
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-21,931
2335
– –
-7,648
2336
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-14,889
2337
– –
-6,075
2338
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-5,538
2339
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-10,179
2340
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-850
2341
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-11,200
2342
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-40,264
2343
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2344
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-1,916
2345
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-13,098
2346
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-11,440
2347
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-10,186
2348
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-17,994
2349
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-3,565
2350
– –
-67,229
92 93
94
95 96