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
376
$3.3M 0.04%
32,502
+1,011
377
$3.29M 0.04%
479,443
-10,000
378
$3.29M 0.04%
21,387
-5,586
379
$3.28M 0.04%
69,917
-5,254
380
$3.28M 0.04%
258,779
+18,369
381
$3.28M 0.04%
51,196
-11,000
382
$3.27M 0.04%
24,574
-498
383
$3.27M 0.04%
74,208
+8,219
384
$3.26M 0.04%
169,923
+15,149
385
$3.25M 0.04%
128,726
-2,232
386
$3.24M 0.04%
97,115
+8,442
387
$3.24M 0.04%
15,816
+2,852
388
$3.24M 0.04%
220,047
-10,363
389
$3.23M 0.04%
82,010
+37,082
390
$3.2M 0.04%
61,618
-1,150
391
$3.2M 0.04%
69,497
+2,126
392
$3.19M 0.04%
38,597
+2,647
393
$3.19M 0.04%
12,882
+84
394
$3.18M 0.04%
16,645
+2,109
395
$3.15M 0.04%
23,398
+1,050
396
$3.13M 0.04%
223,234
+12,712
397
$3.13M 0.04%
83,564
+33,687
398
$3.11M 0.04%
49,184
-1,391
399
$3.11M 0.04%
13,797
+910
400
$3.1M 0.04%
126,265
+7,210
14 15
16
17 18