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
401
$3.08M 0.04%
29,376
+118
402
$3.07M 0.04%
94,835
-22,432
403
$3.07M 0.04%
32,762
-342
404
$3.03M 0.04%
61,309
+6,535
405
$3.02M 0.04%
138,801
-2,095
406
$3.02M 0.04%
70,256
-6,477
407
$2.98M 0.04%
42,121
+7,449
408
$2.96M 0.04%
39,922
+4,711
409
$2.96M 0.04%
53,048
-667
410
$2.94M 0.04%
78,423
+11,779
411
$2.94M 0.04%
33,982
+7,796
412
$2.94M 0.04%
48,537
+4,218
413
$2.93M 0.04%
26,947
-11,493
414
$2.92M 0.04%
121,360
+22,412
415
$2.92M 0.04%
174,462
+19,428
416
$2.92M 0.04%
24,453
-11,139
417
$2.91M 0.04%
19,274
+1,282
418
$2.89M 0.04%
106,923
+8,956
419
$2.89M 0.04%
158,037
-3,067
420
$2.89M 0.04%
137,165
-3,122
421
$2.88M 0.04%
96,551
+13,890
422
$2.88M 0.04%
151,765
-8,012
423
$2.87M 0.04%
100,684
+6,961
424
$2.85M 0.04%
96,196
+6,935
425
$2.85M 0.04%
96,576
+17,747
15 16
17
18 19