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
$7.44B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,115
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$17.9M
3
+$15.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.9M

Top Sells

1
+$16.5M
2
+$12.9M
3
+$9.73M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.09M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.96M

Sector Composition

1 Technology 5.26%
2 Financials 4.88%
3 Healthcare 4.37%
4 Industrials 4.05%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.25M 0.08%
56,384
+13,797
227
$6.25M 0.08%
187,563
-13,662
228
$6.2M 0.08%
87,282
-8,644
229
$6.15M 0.08%
127,009
+7,923
230
$6.14M 0.08%
79,859
-2,812
231
$6.09M 0.08%
514,303
+14,001
232
$6.03M 0.08%
164,520
+13,084
233
$6M 0.08%
192,070
+1,146
234
$5.97M 0.08%
82,069
+13,236
235
$5.97M 0.08%
50,709
-5,259
236
$5.95M 0.08%
37,434
+703
237
$5.94M 0.08%
297,795
+49,713
238
$5.94M 0.08%
+170,970
239
$5.91M 0.08%
182,700
-13,294
240
$5.89M 0.08%
44,728
+2,037
241
$5.87M 0.08%
75,023
-1,210
242
$5.87M 0.08%
225,101
-9,023
243
$5.86M 0.08%
217,783
+68,377
244
$5.83M 0.08%
232,490
-8,845
245
$5.82M 0.08%
430,780
+53,340
246
$5.8M 0.08%
47,360
+3,938
247
$5.79M 0.08%
28,168
+32
248
$5.77M 0.08%
102,892
-10,668
249
$5.76M 0.08%
112,403
+2,597
250
$5.71M 0.08%
3,117
-76
8 9
10
11 12