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
576
$1.77M 0.02%
36,536
+24,112
577
$1.77M 0.02%
48,770
+41,718
578
$1.77M 0.02%
63,438
-28,908
579
$1.76M 0.02%
52,309
-3,680
580
$1.76M 0.02%
35,754
+1,323
581
$1.75M 0.02%
24,043
+2,724
582
$1.75M 0.02%
28,518
-1,198
583
$1.73M 0.02%
16,310
+4,440
584
$1.72M 0.02%
26,097
+4,732
585
$1.72M 0.02%
55,421
+14,741
586
$1.71M 0.02%
16,137
+2,720
587
$1.7M 0.02%
122,099
+5,955
588
$1.7M 0.02%
22,292
-2,726
589
$1.69M 0.02%
61,601
-6,317
590
$1.69M 0.02%
28,241
-19,279
591
$1.69M 0.02%
178,954
-880
592
$1.68M 0.02%
48,230
+8,500
593
$1.68M 0.02%
58,306
+1,252
594
$1.68M 0.02%
52,628
+4,226
595
$1.67M 0.02%
28,553
+1,536
596
$1.66M 0.02%
29,161
-10,348
597
$1.65M 0.02%
79,918
+8,947
598
$1.65M 0.02%
13,957
+6,543
599
$1.65M 0.02%
47,219
-15,539
600
$1.65M 0.02%
49,292
+23,007
22 23
24
25 26