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
751
$1.22M 0.02%
86,774
+5,326
752
$1.22M 0.02%
18,814
-2,866
753
$1.22M 0.02%
21,630
+1,526
754
$1.22M 0.02%
111,818
-2,725
755
$1.22M 0.02%
51,085
+13,603
756
$1.21M 0.02%
21,620
-5,740
757
$1.21M 0.02%
10,632
+7,234
758
$1.21M 0.02%
10,970
+1,729
759
$1.21M 0.02%
41,376
-3,156
760
$1.2M 0.02%
128,377
+15,040
761
$1.2M 0.02%
39,112
+1,032
762
$1.2M 0.02%
39,006
+2,461
763
$1.2M 0.02%
6,720
+69
764
$1.2M 0.02%
14,215
+535
765
$1.19M 0.02%
13,884
+419
766
$1.19M 0.02%
18,177
-1,705
767
$1.19M 0.02%
35,737
-3,549
768
$1.19M 0.02%
17,708
-443
769
$1.19M 0.02%
36,605
-2,208
770
$1.18M 0.02%
27,694
771
$1.18M 0.02%
58,548
-3,075
772
$1.18M 0.02%
15,310
+3,965
773
$1.18M 0.02%
18,406
+4,330
774
$1.17M 0.02%
+36,141
775
$1.16M 0.02%
+135,659
29 30
31
32 33