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
851
$986K 0.01%
26,180
+9,424
852
$983K 0.01%
14,151
+1,049
853
$983K 0.01%
20,608
+2,697
854
$982K 0.01%
17,676
+121
855
$977K 0.01%
15,542
+5,402
856
$976K 0.01%
117,264
+4,036
857
$972K 0.01%
13,719
-712
858
$971K 0.01%
16,795
+1,903
859
$968K 0.01%
68,476
860
$967K 0.01%
30,917
+3,815
861
$964K 0.01%
6,723
-21,028
862
$964K 0.01%
54,389
+3,981
863
$963K 0.01%
15,374
-23,495
864
$963K 0.01%
76,105
+8,495
865
$959K 0.01%
9,220
-6,267
866
$957K 0.01%
23,110
+3,841
867
$955K 0.01%
33,014
-335
868
$954K 0.01%
16,043
+2,385
869
$953K 0.01%
7,027
-439
870
$953K 0.01%
15,120
+3,754
871
$948K 0.01%
20,586
+1,502
872
$946K 0.01%
16,574
-1,655
873
$942K 0.01%
25,001
+2,403
874
$935K 0.01%
23,350
+1,372
875
$935K 0.01%
108,166
+11,187
33 34
35
36 37