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
951
$804K 0.01%
27,789
-466
952
$802K 0.01%
47,909
+3,970
953
$801K 0.01%
28,093
-368
954
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42,739
+28,562
955
$798K 0.01%
49,581
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956
$795K 0.01%
17,046
+1,038
957
$792K 0.01%
+29,965
958
$792K 0.01%
39,095
-2,333
959
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11,688
-858
960
$791K 0.01%
37,313
+1,066
961
$791K 0.01%
10,011
-250
962
$790K 0.01%
5,482
-385
963
$789K 0.01%
26,960
+190
964
$789K 0.01%
37,236
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965
$787K 0.01%
54,095
+15,259
966
$786K 0.01%
33,479
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967
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+15,909
968
$784K 0.01%
11,652
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969
$784K 0.01%
32,321
+14,152
970
$782K 0.01%
16,318
+2,519
971
$782K 0.01%
8,187
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972
$780K 0.01%
8,356
+121
973
$778K 0.01%
1,492
+503
974
$777K 0.01%
+20,139
975
$775K 0.01%
20,831
37 38
39
40 41