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
776
$1.16M 0.02%
14,325
+6
777
$1.16M 0.02%
7,625
+1,242
778
$1.16M 0.02%
21,459
+1,911
779
$1.16M 0.02%
13,806
-194
780
$1.16M 0.02%
56,421
+28,210
781
$1.16M 0.02%
11,936
+1,209
782
$1.15M 0.02%
85,109
+3,614
783
$1.15M 0.02%
76,788
-1,993
784
$1.15M 0.02%
40,193
+316
785
$1.15M 0.02%
36,616
+21,218
786
$1.15M 0.02%
25,430
+2,973
787
$1.14M 0.02%
32,671
-8,108
788
$1.14M 0.02%
24,251
+631
789
$1.14M 0.02%
6,589
+371
790
$1.13M 0.02%
18,804
+1,850
791
$1.13M 0.02%
65,427
+11,223
792
$1.13M 0.02%
40,241
+1,910
793
$1.12M 0.02%
15,640
+696
794
$1.12M 0.02%
28,108
-1,063
795
$1.12M 0.02%
96,993
+563
796
$1.12M 0.02%
23,034
-1,378
797
$1.12M 0.02%
24,426
+3,151
798
$1.12M 0.02%
17,014
+2,566
799
$1.12M 0.02%
36,406
+4,272
800
$1.11M 0.02%
14,721
+1,018
30 31
32
33 34