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
2376
– –
-251
2377
– –
-11,744
2378
– –
-15,136
2379
– –
-14,447
2380
– –
-13,180
2381
– –
-7,201
2382
– –
-5,679
2383
– –
-1
2384
– –
-9
2385
– –
-10,307
2386
– –
-7,275
2387
– –
-275
2388
– –
-7,683
2389
– –
-632
2390
– –
-8,203
2391
– –
-7,688
2392
– –
-5,388
2393
– –
-9,648
2394
– –
-10,877
2395
– –
-3,932
2396
– –
-10,000
2397
– –
-8,161
2398
– –
-17,147
2399
– –
-13,161
2400
– –
-2,639
94 95
96
97 98