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
551
$1.93M 0.03%
30,572
+1,630
552
$1.93M 0.03%
28,183
+1,331
553
$1.92M 0.03%
125,961
+22,751
554
$1.91M 0.03%
18,222
-2,858
555
$1.9M 0.03%
39,469
+4,915
556
$1.9M 0.03%
39,059
+5,640
557
$1.9M 0.03%
11,747
-105
558
$1.89M 0.03%
36,154
+4,281
559
$1.89M 0.03%
45,460
+1,346
560
$1.89M 0.03%
42,038
-1,976
561
$1.86M 0.03%
5,948
+520
562
$1.85M 0.02%
38,343
+1,936
563
$1.85M 0.02%
21,444
+10,042
564
$1.85M 0.02%
49,560
-3,657
565
$1.84M 0.02%
12,377
+525
566
$1.84M 0.02%
43,342
+2,634
567
$1.84M 0.02%
48,454
+7,661
568
$1.82M 0.02%
28,347
-1,093
569
$1.82M 0.02%
13,562
-8,011
570
$1.82M 0.02%
23,462
+5,239
571
$1.81M 0.02%
41,966
-862
572
$1.8M 0.02%
52,156
+12,395
573
$1.79M 0.02%
54,091
+382
574
$1.79M 0.02%
127,521
+29,854
575
$1.79M 0.02%
27,375
-379
21 22
23
24 25