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
651
$1.47M 0.02%
27,895
+19,660
652
$1.47M 0.02%
60,930
+1,267
653
$1.47M 0.02%
29,979
-2,883
654
$1.46M 0.02%
43,108
-115
655
$1.46M 0.02%
15,785
-2,326
656
$1.46M 0.02%
25,720
-352
657
$1.45M 0.02%
31,713
+690
658
$1.45M 0.02%
12,283
-26
659
$1.44M 0.02%
32,493
+847
660
$1.44M 0.02%
28,550
-498
661
$1.43M 0.02%
19,409
+9,020
662
$1.43M 0.02%
49,036
+27,090
663
$1.43M 0.02%
74,210
-3,839
664
$1.43M 0.02%
1,086
-10
665
$1.43M 0.02%
33,532
-1,410
666
$1.43M 0.02%
15,593
+2,487
667
$1.42M 0.02%
20,209
-91
668
$1.42M 0.02%
39,057
+1,068
669
$1.42M 0.02%
61,758
+4,690
670
$1.42M 0.02%
25,155
+19,418
671
$1.42M 0.02%
18,638
+3,710
672
$1.41M 0.02%
25,152
+258
673
$1.41M 0.02%
23,376
-7,314
674
$1.41M 0.02%
110,627
+40,202
675
$1.41M 0.02%
32,368
+172
25 26
27
28 29