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
351
$3.54M 0.05%
63,266
-4,175
352
$3.53M 0.05%
32,272
+678
353
$3.53M 0.05%
131,510
-140
354
$3.52M 0.05%
122,239
+42,494
355
$3.52M 0.05%
88,465
-6,112
356
$3.5M 0.05%
47,246
+30
357
$3.5M 0.05%
184,666
+45,950
358
$3.5M 0.05%
74,667
+9,700
359
$3.49M 0.05%
65,345
+3,475
360
$3.48M 0.05%
103,499
-1,002
361
$3.48M 0.05%
139,278
+17,804
362
$3.46M 0.05%
21,520
+18,308
363
$3.41M 0.05%
165,868
+18,198
364
$3.41M 0.05%
28,607
+2,938
365
$3.4M 0.05%
78,416
-11,286
366
$3.4M 0.05%
93,080
-21,646
367
$3.4M 0.05%
56,670
+13,320
368
$3.39M 0.05%
137,445
+23,229
369
$3.38M 0.05%
26,313
-52,047
370
$3.35M 0.05%
110,370
-16,066
371
$3.35M 0.05%
66,681
+5,503
372
$3.32M 0.04%
61,621
+1,754
373
$3.32M 0.04%
179,280
+50,060
374
$3.3M 0.04%
51,224
+20,240
375
$3.3M 0.04%
36,669
-17,299
13 14
15
16 17