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
301
$4.49M 0.06%
75,578
-35,458
302
$4.42M 0.06%
384,558
+46,907
303
$4.41M 0.06%
78,371
+18,553
304
$4.39M 0.06%
54,462
+1,733
305
$4.39M 0.06%
67,564
+7,570
306
$4.39M 0.06%
23,005
+19,262
307
$4.32M 0.06%
82,903
+4,164
308
$4.26M 0.06%
129,156
-35,692
309
$4.25M 0.06%
184,306
+79
310
$4.25M 0.06%
54,621
+3,173
311
$4.24M 0.06%
233,940
+12,550
312
$4.24M 0.06%
30,281
+1,763
313
$4.2M 0.06%
403,829
+10,355
314
$4.2M 0.06%
109,932
+8,746
315
$4.17M 0.06%
174,580
+17,260
316
$4.16M 0.06%
128,253
-25,530
317
$4.15M 0.06%
81,833
-7,611
318
$4.13M 0.06%
158,537
-11,383
319
$4.09M 0.06%
164,986
+32,024
320
$4.07M 0.05%
106,559
-1,188
321
$4.04M 0.05%
9,046
+6,387
322
$4.04M 0.05%
115,209
+104,553
323
$3.98M 0.05%
29,470
-5,119
324
$3.98M 0.05%
26,676
+769
325
$3.94M 0.05%
250,666
-3,568
11 12
13
14 15