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
926
$844K 0.01%
45,109
-887
927
$844K 0.01%
14,809
-589
928
$842K 0.01%
15,026
-999
929
$840K 0.01%
32,442
+3,174
930
$837K 0.01%
15,800
931
$835K 0.01%
43,737
-867
932
$831K 0.01%
17,552
+2,522
933
$831K 0.01%
17,732
+2,998
934
$829K 0.01%
11,391
+238
935
$829K 0.01%
17,593
+6,088
936
$828K 0.01%
6,333
-663
937
$826K 0.01%
6,060
+2,400
938
$826K 0.01%
20,030
+2,143
939
$824K 0.01%
13,770
-62
940
$822K 0.01%
7,797
+2,255
941
$821K 0.01%
27,149
+1,072
942
$818K 0.01%
5,601
+1,476
943
$816K 0.01%
27,983
+1,562
944
$815K 0.01%
27,430
+3,704
945
$814K 0.01%
1,368
+23
946
$813K 0.01%
13,104
-163
947
$812K 0.01%
25,698
+16,524
948
$809K 0.01%
8,193
+342
949
$808K 0.01%
41,990
+1,510
950
$806K 0.01%
68,731
+1,761
36 37
38
39 40