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 3.93%
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
– –
-27,417
2331
– –
-14,109
2332
– –
-4,920
2333
– –
-23,792
2334
– –
-33,058
2335
– –
-10,396
2336
– –
-8,091
2337
– –
-13,180
2338
– –
-5,388
2339
– –
-9,648
2340
– –
-10,877
2341
– –
-3,932
2342
– –
-10,000
2343
– –
-8,161
2344
– –
-13,972
2345
– –
-5,887
2346
– –
-11,099
2347
– –
-11,027
2348
– –
-15,950
2349
– –
-6,008
2350
– –
-25,869
92 93
94
95 96