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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
2426
– –
-11,580
2427
– –
-4,824
2428
– –
-8,267
2429
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-7,294
2430
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-5,843
2431
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-5,887
2432
– –
-11,099
2433
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-850
2434
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-11,200
2435
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-3,224
2436
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-3,178
2437
– –
-10,381
2438
– –
-14,949
2439
– –
-10,251
2440
– –
-35,076
2441
– –
-27,194
2442
– –
-10,031
2443
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-10,933
2444
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-10,849
2445
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2446
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-14,665
2447
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-11,027
2448
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-15,950
94 95 96 97
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