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
726
$1.26M 0.02%
19,710
+2,329
727
$1.26M 0.02%
35,238
-89,171
728
$1.26M 0.02%
6,699
+565
729
$1.26M 0.02%
21,083
-822
730
$1.26M 0.02%
49,090
+3,355
731
$1.26M 0.02%
6,756
+2,552
732
$1.26M 0.02%
30,153
-674
733
$1.25M 0.02%
10,971
-300
734
$1.25M 0.02%
84,892
+4,044
735
$1.25M 0.02%
24,778
+13,351
736
$1.24M 0.02%
14,750
+1,190
737
$1.23M 0.02%
15,716
-1,441
738
$1.23M 0.02%
94,413
+24,607
739
$1.23M 0.02%
65,599
+1,121
740
$1.23M 0.02%
10,584
+1,188
741
$1.23M 0.02%
15,600
-219
742
$1.23M 0.02%
64,546
-3,444
743
$1.23M 0.02%
30,687
+1,599
744
$1.22M 0.02%
26,134
+1,466
745
$1.22M 0.02%
48,456
-520
746
$1.22M 0.02%
40,299
-2,112
747
$1.22M 0.02%
41,725
+3,695
748
$1.22M 0.02%
32,636
+3,086
749
$1.22M 0.02%
53,385
-19,860
750
$1.22M 0.02%
10,200
+375
28 29
30
31 32