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
2401
– –
-2,081
2402
– –
-14,272
2403
– –
-7,173
2404
– –
-1,798
2405
– –
-2,143
2406
– –
-2,202
2407
– –
-246
2408
– –
-850
2409
– –
-11,200
2410
– –
-3,224
2411
– –
-3,178
2412
– –
-10,381
2413
– –
-14,949
2414
– –
-10,251
2415
– –
-35,076
2416
– –
-27,194
2417
– –
-10,031
2418
– –
-10,933
2419
– –
-10,849
2420
– –
-2,247
2421
– –
-14,665
2422
– –
-39,166
2423
– –
-21,931
2424
– –
-30,120
2425
– –
-35,881
94 95 96
97
98