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
901
$886K 0.01%
52,521
-1,749
902
$884K 0.01%
7,710
+200
903
$884K 0.01%
74,148
+17,849
904
$881K 0.01%
11,188
-833
905
$877K 0.01%
34,003
-2,018
906
$877K 0.01%
25,809
+1,638
907
$876K 0.01%
16,038
+160
908
$876K 0.01%
+15,965
909
$875K 0.01%
33,604
-743
910
$875K 0.01%
30,385
+10,590
911
$873K 0.01%
61,336
-2,135
912
$873K 0.01%
6,249
+450
913
$864K 0.01%
10,312
+3,636
914
$864K 0.01%
9,365
+3,008
915
$863K 0.01%
27,230
-28,931
916
$859K 0.01%
36,915
+14,810
917
$857K 0.01%
35,192
+6,475
918
$856K 0.01%
10,587
+461
919
$855K 0.01%
24,366
+411
920
$852K 0.01%
33,114
+5,046
921
$850K 0.01%
18,018
+1,083
922
$850K 0.01%
23,716
+2,575
923
$848K 0.01%
36,793
-986
924
$846K 0.01%
19,336
+5,210
925
$846K 0.01%
7,784
+855
35 36
37
38 39