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
276
$5.14M 0.07%
+252,915
277
$5.12M 0.07%
67,096
-8,426
278
$5.12M 0.07%
70,213
+5,570
279
$5.11M 0.07%
95,324
+807
280
$5.1M 0.07%
81,178
+4,041
281
$5.09M 0.07%
34,891
+452
282
$5.07M 0.07%
151,989
+11,066
283
$4.9M 0.07%
94,520
+6,295
284
$4.87M 0.07%
47,583
+6,447
285
$4.87M 0.07%
128,278
+11,693
286
$4.83M 0.06%
52,506
+4,532
287
$4.81M 0.06%
53,683
+7,313
288
$4.79M 0.06%
56,397
+1,693
289
$4.78M 0.06%
264,399
+12,648
290
$4.74M 0.06%
40,682
+3,551
291
$4.68M 0.06%
156,578
+12,664
292
$4.67M 0.06%
79,173
-2,069
293
$4.61M 0.06%
80,992
+19,648
294
$4.59M 0.06%
112,920
+4,658
295
$4.59M 0.06%
36,563
-2,089
296
$4.58M 0.06%
190,471
+29,754
297
$4.57M 0.06%
93,816
+5,831
298
$4.56M 0.06%
90,600
+21,493
299
$4.51M 0.06%
79,421
+8,355
300
$4.51M 0.06%
163,200
-7,088
10 11
12
13 14