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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
2401
– –
-10,505
2402
– –
-8,321
2403
– –
-14,109
2404
– –
-4,920
2405
– –
-23,792
2406
– –
-33,058
2407
– –
-10,396
2408
– –
-8,091
2409
– –
-2,979
2410
– –
-9,490
2411
– –
-4,228
2412
– –
-10,705
2413
– –
-10,166
2414
– –
-5,538
2415
– –
-10,179
2416
– –
-13,098
2417
– –
-3,421
2418
– –
-11,473
2419
– –
-3,262
2420
– –
-7,752
2421
– –
-5,473
2422
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-27,417
2423
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-7,301
2424
– –
-5,896
2425
– –
-10,370
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