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
701
$1.33M 0.02%
14,265
+1,725
702
$1.33M 0.02%
96,213
+1,481
703
$1.33M 0.02%
45,629
+18,224
704
$1.33M 0.02%
43,081
-6,368
705
$1.32M 0.02%
53,637
+16,085
706
$1.32M 0.02%
17,992
+482
707
$1.32M 0.02%
46,549
+3,737
708
$1.32M 0.02%
97,416
+10,024
709
$1.32M 0.02%
447,624
-3,000
710
$1.31M 0.02%
13,817
+871
711
$1.31M 0.02%
163,347
-11,353
712
$1.31M 0.02%
35,754
-2,250
713
$1.31M 0.02%
11,389
+691
714
$1.3M 0.02%
65,650
-1,400
715
$1.3M 0.02%
33,770
+542
716
$1.3M 0.02%
42,064
+10,932
717
$1.3M 0.02%
66,705
+31,125
718
$1.29M 0.02%
18,990
+4,019
719
$1.29M 0.02%
21,782
+14,331
720
$1.29M 0.02%
16,573
+1,269
721
$1.29M 0.02%
32,546
+9,897
722
$1.28M 0.02%
16,672
-306
723
$1.27M 0.02%
19,672
-11,321
724
$1.27M 0.02%
28,175
-2,945
725
$1.27M 0.02%
21,441
-370
27 28
29
30 31