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
426
$2.83M 0.04%
28,588
+3,018
427
$2.82M 0.04%
40,734
+7,018
428
$2.82M 0.04%
70,771
+12,096
429
$2.81M 0.04%
31,769
+8,438
430
$2.8M 0.04%
27,371
-6,190
431
$2.8M 0.04%
96,900
-295
432
$2.79M 0.04%
27,326
-1,429
433
$2.76M 0.04%
59,762
-9,878
434
$2.75M 0.04%
44,037
+14,806
435
$2.73M 0.04%
49,024
-2,778
436
$2.73M 0.04%
125,698
+6,869
437
$2.7M 0.04%
17,374
-133
438
$2.7M 0.04%
150,128
+24,252
439
$2.69M 0.04%
52,275
+7,658
440
$2.69M 0.04%
400,787
-19,963
441
$2.69M 0.04%
38,493
+1,792
442
$2.68M 0.04%
101,022
+908
443
$2.67M 0.04%
24,422
-625
444
$2.66M 0.04%
95,688
-5,012
445
$2.66M 0.04%
47,237
+5,580
446
$2.65M 0.04%
28,190
-335
447
$2.65M 0.04%
37,247
+1,682
448
$2.64M 0.04%
60,260
+710
449
$2.64M 0.04%
14,296
+2,862
450
$2.63M 0.04%
72,185
+11,797
16 17
18
19 20