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
2351
– –
-5,896
2352
– –
-2,896
2353
– –
-10,370
2354
– –
-11,580
2355
– –
-4,824
2356
– –
-8,267
2357
– –
-7,294
2358
– –
-5,843
2359
– –
-54,353
2360
– –
-10,505
2361
– –
-8,321
2362
– –
-14,109
2363
– –
-4,920
2364
– –
-23,792
2365
– –
-33,058
2366
– –
-10,396
2367
– –
-8,091
2368
– –
-2,979
2369
– –
-9,490
2370
– –
-4,228
2371
– –
-10,705
2372
– –
-10,166
2373
– –
-2,381
2374
– –
-2,505
2375
– –
-1,535
93 94
95
96 97