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
626
$1.57M 0.02%
107,193
+1,959
627
$1.57M 0.02%
30,767
-32,309
628
$1.56M 0.02%
29,914
-4,508
629
$1.56M 0.02%
32,812
-1,201
630
$1.55M 0.02%
18,626
-2,015
631
$1.55M 0.02%
14,540
+574
632
$1.55M 0.02%
23,464
+633
633
$1.54M 0.02%
28,134
+6,559
634
$1.53M 0.02%
30,550
-1,540
635
$1.53M 0.02%
+9,076
636
$1.52M 0.02%
69,230
+7,670
637
$1.52M 0.02%
133,564
+15,728
638
$1.52M 0.02%
25,796
+698
639
$1.52M 0.02%
16,796
+3,170
640
$1.52M 0.02%
27
+1
641
$1.51M 0.02%
+8,175
642
$1.51M 0.02%
+12,632
643
$1.51M 0.02%
70,525
+4,853
644
$1.51M 0.02%
79,793
-1,586
645
$1.51M 0.02%
111,026
+24,409
646
$1.5M 0.02%
58,604
+1,723
647
$1.49M 0.02%
105,071
+3,141
648
$1.49M 0.02%
+13,007
649
$1.49M 0.02%
66,027
+28,287
650
$1.49M 0.02%
98,013
-962
24 25
26
27 28