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
526
$2.07M 0.03%
42,206
-5,245
527
$2.06M 0.03%
76,269
+31,949
528
$2.05M 0.03%
+105,853
529
$2.04M 0.03%
79,895
+4,331
530
$2.04M 0.03%
15,442
+1,069
531
$2.04M 0.03%
101,548
-4,423
532
$2.04M 0.03%
60,264
-56
533
$2.03M 0.03%
132,061
-21,952
534
$2.03M 0.03%
281,773
-13,763
535
$2.02M 0.03%
32,232
-1,062
536
$2.02M 0.03%
16,318
+4,448
537
$2.02M 0.03%
34,070
+452
538
$2.02M 0.03%
82,743
+10,373
539
$2.01M 0.03%
72,873
+11,601
540
$2M 0.03%
10,593
-2,061
541
$2M 0.03%
68,704
+2,957
542
$2M 0.03%
185,491
+27,097
543
$1.99M 0.03%
36,968
+2,363
544
$1.98M 0.03%
35,218
-12,167
545
$1.97M 0.03%
8,296
+833
546
$1.97M 0.03%
242,643
+154,658
547
$1.96M 0.03%
14,593
-126
548
$1.96M 0.03%
118,828
-24,987
549
$1.95M 0.03%
41,286
-13,381
550
$1.94M 0.03%
291,924
+28,053
20 21
22
23 24