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
801
$1.11M 0.01%
28,757
+1,736
802
$1.11M 0.01%
32,609
+2,718
803
$1.11M 0.01%
14,367
+101
804
$1.11M 0.01%
35,959
+506
805
$1.11M 0.01%
21,614
+4,466
806
$1.11M 0.01%
86,594
+550
807
$1.1M 0.01%
16,874
+658
808
$1.1M 0.01%
12,933
+1,667
809
$1.1M 0.01%
31,313
+86
810
$1.09M 0.01%
26,016
+220
811
$1.09M 0.01%
38,805
-6,865
812
$1.09M 0.01%
28,482
-4,439
813
$1.09M 0.01%
72,724
-2,504
814
$1.09M 0.01%
32,703
+3,993
815
$1.09M 0.01%
85,244
+6,297
816
$1.09M 0.01%
13,706
-25
817
$1.09M 0.01%
15,013
+1,054
818
$1.09M 0.01%
77,010
+10,613
819
$1.08M 0.01%
119,235
-10,359
820
$1.08M 0.01%
102,271
+11,978
821
$1.08M 0.01%
11,063
+1,427
822
$1.08M 0.01%
45,330
+750
823
$1.07M 0.01%
55,010
+4,290
824
$1.07M 0.01%
17,877
-701
825
$1.07M 0.01%
15,300
-281
31 32
33
34 35