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
601
$1.65M 0.02%
33,641
-6,434
602
$1.64M 0.02%
97,230
-20,833
603
$1.63M 0.02%
124,388
-968
604
$1.63M 0.02%
28,578
-728
605
$1.63M 0.02%
105,818
-35,305
606
$1.63M 0.02%
96,569
+26,013
607
$1.63M 0.02%
30,354
+3,617
608
$1.62M 0.02%
+831,734
609
$1.62M 0.02%
178,837
+145,522
610
$1.61M 0.02%
26,620
-582
611
$1.6M 0.02%
104,686
-3,068
612
$1.6M 0.02%
59,871
+3,792
613
$1.6M 0.02%
19,746
+253
614
$1.6M 0.02%
36,212
+1,570
615
$1.6M 0.02%
14,507
+423
616
$1.6M 0.02%
104,910
-22,403
617
$1.59M 0.02%
40,791
-12,356
618
$1.59M 0.02%
84,373
+58,065
619
$1.59M 0.02%
87,277
-4,716
620
$1.59M 0.02%
12,321
+1,690
621
$1.58M 0.02%
+83,573
622
$1.58M 0.02%
39,178
-3,806
623
$1.57M 0.02%
13,821
-241
624
$1.57M 0.02%
14,646
-3,688
625
$1.57M 0.02%
78,152
+15,644
23 24
25
26 27