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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-40,264
2331
– –
-12,271
2332
– –
-1,916
2333
– –
-7,648
2334
– –
-14,889
2335
– –
-6,075
2336
– –
-11,440
2337
– –
-10,186
2338
– –
-17,994
2339
– –
-3,565
2340
– –
-67,229
2341
– –
-2,896
2342
– –
-54,353
2343
– –
-2,381
2344
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-2,505
2345
– –
-1,535
2346
– –
-251
2347
– –
-11,744
2348
– –
-15,136
2349
– –
-14,447
2350
– –
-13,180
92 93
94
95 96