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
876
$929K 0.01%
89,003
-111
877
$926K 0.01%
14,398
-4,233
878
$926K 0.01%
40,960
-2,263
879
$925K 0.01%
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+661
880
$925K 0.01%
12,208
+1,051
881
$924K 0.01%
38,220
882
$923K 0.01%
42,965
+1,605
883
$922K 0.01%
17,207
+2,587
884
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9,418
-1,535
885
$919K 0.01%
36,353
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886
$918K 0.01%
15,057
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887
$917K 0.01%
26,605
+1,967
888
$917K 0.01%
104,302
+12,074
889
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24,234
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891
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892
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14,600
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893
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19,664
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894
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59,796
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895
$894K 0.01%
21,474
+14,034
896
$891K 0.01%
21,584
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897
$891K 0.01%
13,977
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898
$890K 0.01%
14,108
-1,390
899
$887K 0.01%
7,483
-240
900
$886K 0.01%
23,608
+2,942
34 35
36
37 38