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
501
$2.28M 0.03%
106,330
+13,305
502
$2.28M 0.03%
107,172
+2,006
503
$2.27M 0.03%
130,865
504
$2.26M 0.03%
48,797
+125
505
$2.25M 0.03%
74,853
+1,893
506
$2.22M 0.03%
23,204
-581
507
$2.18M 0.03%
34,848
+27,422
508
$2.18M 0.03%
114,645
+7,111
509
$2.17M 0.03%
58,798
+11,688
510
$2.17M 0.03%
132,120
-375
511
$2.16M 0.03%
53,463
+8,508
512
$2.15M 0.03%
53,356
-11,521
513
$2.15M 0.03%
34,816
-63
514
$2.15M 0.03%
128,268
+25,318
515
$2.15M 0.03%
20,213
-1,436
516
$2.15M 0.03%
208,319
-20,933
517
$2.13M 0.03%
33,060
+619
518
$2.13M 0.03%
42,999
+26,086
519
$2.13M 0.03%
203,849
+91,055
520
$2.13M 0.03%
22,278
+843
521
$2.12M 0.03%
125,370
+6,294
522
$2.11M 0.03%
18,955
-874
523
$2.1M 0.03%
168,990
+5,200
524
$2.07M 0.03%
120,934
-46,608
525
$2.07M 0.03%
68,429
+3,747
19 20
21
22 23