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
251
$5.7M 0.08%
8,250
+925
252
$5.69M 0.08%
126,970
+2,654
253
$5.69M 0.08%
245,583
-9,128
254
$5.69M 0.08%
250,125
+19,545
255
$5.63M 0.08%
188,935
-136,568
256
$5.62M 0.08%
680,048
+239,848
257
$5.61M 0.08%
103,945
+7,125
258
$5.59M 0.08%
31,249
+1,486
259
$5.58M 0.08%
179,982
-15,086
260
$5.53M 0.07%
188,106
+22,596
261
$5.52M 0.07%
120,135
+7,938
262
$5.51M 0.07%
84,617
+3,652
263
$5.45M 0.07%
47,188
+1,255
264
$5.41M 0.07%
69,817
+4,475
265
$5.4M 0.07%
37,908
+2,051
266
$5.38M 0.07%
123,163
+50,976
267
$5.33M 0.07%
187,909
-10,789
268
$5.3M 0.07%
42,717
+952
269
$5.26M 0.07%
45,391
-859
270
$5.23M 0.07%
227,648
-71,230
271
$5.22M 0.07%
76,646
-3,414
272
$5.19M 0.07%
27,338
+418
273
$5.17M 0.07%
89,130
+6,132
274
$5.15M 0.07%
78,046
+5,639
275
$5.15M 0.07%
30,643
+4,982
9 10
11
12 13