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
451
$2.6M 0.03%
46,338
+5,472
452
$2.58M 0.03%
113,408
+21,611
453
$2.58M 0.03%
25,585
-600
454
$2.57M 0.03%
49,514
+9,099
455
$2.56M 0.03%
39,649
+7,190
456
$2.55M 0.03%
189,024
+10,731
457
$2.54M 0.03%
40,526
+181
458
$2.54M 0.03%
100,277
+14,513
459
$2.53M 0.03%
51,562
+8,342
460
$2.52M 0.03%
93,608
+14,302
461
$2.52M 0.03%
179,914
+11,501
462
$2.51M 0.03%
27,698
+1,497
463
$2.51M 0.03%
49,400
+12,994
464
$2.49M 0.03%
173,730
+103,650
465
$2.49M 0.03%
52,710
-1,052
466
$2.49M 0.03%
51,737
-1,177
467
$2.48M 0.03%
48,270
+990
468
$2.48M 0.03%
39,470
-13,138
469
$2.47M 0.03%
81,491
+27,361
470
$2.47M 0.03%
64,336
+2,292
471
$2.46M 0.03%
57,500
472
$2.45M 0.03%
128,239
+6,403
473
$2.44M 0.03%
30,610
+7,932
474
$2.43M 0.03%
54,931
+9,818
475
$2.43M 0.03%
48,116
+5,038
17 18
19
20 21