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 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-33,438
2402
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-10,592
2403
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-4,330
2404
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-2,081
2405
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-7,173
2406
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-1,798
2407
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-2,143
2408
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-2,202
2409
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-246
2410
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-13,972
2411
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-5,887
2412
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-11,099
2413
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-850
2414
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-11,200
2415
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-3,224
2416
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-3,178
2417
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-10,381
2418
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-14,949
2419
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-10,251
2420
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-35,076
2421
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-27,194
2422
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-10,031
2423
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-10,933
2424
– –
-10,849
2425
– –
-2,247
94 95 96
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