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
676
$1.4M 0.02%
43,395
+1,390
677
$1.4M 0.02%
227,400
+74,300
678
$1.39M 0.02%
21,521
+44
679
$1.39M 0.02%
16,151
+2,670
680
$1.39M 0.02%
30,194
-1,576
681
$1.39M 0.02%
44,772
+2,532
682
$1.39M 0.02%
90,983
+26,545
683
$1.39M 0.02%
11,568
-3,101
684
$1.38M 0.02%
92,352
+33
685
$1.38M 0.02%
22,253
-25,423
686
$1.38M 0.02%
39,497
+3,456
687
$1.37M 0.02%
35,625
-3,504
688
$1.37M 0.02%
43,693
-4,535
689
$1.36M 0.02%
11,431
+76
690
$1.36M 0.02%
99,982
+7,544
691
$1.36M 0.02%
54,592
-2,928
692
$1.36M 0.02%
16,039
+878
693
$1.36M 0.02%
10,986
-933
694
$1.36M 0.02%
28,593
+2,287
695
$1.35M 0.02%
19,371
+1,724
696
$1.35M 0.02%
17,758
697
$1.35M 0.02%
6,295
+254
698
$1.34M 0.02%
27,014
+1,941
699
$1.34M 0.02%
30,624
+1,976
700
$1.33M 0.02%
95,247
+7,753
26 27
28
29 30