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
826
$1.06M 0.01%
18,090
+1,078
827
$1.06M 0.01%
5,130
+826
828
$1.06M 0.01%
90,820
+14,100
829
$1.05M 0.01%
55,274
+4,726
830
$1.05M 0.01%
9,314
+57
831
$1.05M 0.01%
34,483
-1,180
832
$1.04M 0.01%
18,917
+112
833
$1.04M 0.01%
51,285
+6,447
834
$1.04M 0.01%
79,213
+14,148
835
$1.04M 0.01%
13,503
-604
836
$1.04M 0.01%
106,460
-902
837
$1.03M 0.01%
17,853
+3,386
838
$1.03M 0.01%
50,554
+5,178
839
$1.03M 0.01%
33,909
+7,939
840
$1.03M 0.01%
11,503
+605
841
$1.02M 0.01%
30,525
-32,043
842
$1.02M 0.01%
39,114
+353
843
$1.02M 0.01%
56,238
+1,189
844
$1.01M 0.01%
7,890
-35,693
845
$1.01M 0.01%
14,937
-2,405
846
$1.01M 0.01%
20,923
+13,117
847
$1.01M 0.01%
9,795
-2,000
848
$1.01M 0.01%
20,819
-98
849
$1.01M 0.01%
21,921
+324
850
$998K 0.01%
85,550
-32
32 33
34
35 36