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
326
$3.92M 0.05%
96,515
-5,998
327
$3.89M 0.05%
54,535
-2,902
328
$3.88M 0.05%
60,194
+5,644
329
$3.88M 0.05%
308,647
+115,501
330
$3.86M 0.05%
29,218
-1,935
331
$3.84M 0.05%
49,895
+5,780
332
$3.83M 0.05%
88,529
+5,876
333
$3.81M 0.05%
156,841
+110,968
334
$3.75M 0.05%
72,310
+1,223
335
$3.7M 0.05%
193,106
-1,515
336
$3.67M 0.05%
314,712
+5,583
337
$3.65M 0.05%
135,960
+13,687
338
$3.65M 0.05%
35,340
+1,448
339
$3.63M 0.05%
27,512
-3,922
340
$3.62M 0.05%
106,418
+10,918
341
$3.62M 0.05%
73,485
+52,001
342
$3.6M 0.05%
64,312
+17,826
343
$3.6M 0.05%
187,798
-4,837
344
$3.6M 0.05%
33,713
+261
345
$3.6M 0.05%
351,388
+18,102
346
$3.6M 0.05%
39,756
+2,191
347
$3.59M 0.05%
27,882
+2,792
348
$3.57M 0.05%
13
-3
349
$3.57M 0.05%
68,685
+3,794
350
$3.56M 0.05%
52,820
-2,072
12 13
14
15 16