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
976
$772K 0.01%
16,837
-2,888
977
$771K 0.01%
12,540
-4,809
978
$768K 0.01%
+10,175
979
$768K 0.01%
+25,086
980
$767K 0.01%
115,836
+6,065
981
$760K 0.01%
9,172
+516
982
$760K 0.01%
14,530
-466
983
$758K 0.01%
20,090
-2,254
984
$757K 0.01%
18,069
+3,869
985
$753K 0.01%
35,288
+6,718
986
$753K 0.01%
14,416
+772
987
$752K 0.01%
23,600
+1,236
988
$750K 0.01%
62,701
+4,759
989
$750K 0.01%
63,106
+8,855
990
$749K 0.01%
19,266
+7,644
991
$749K 0.01%
9,298
+690
992
$748K 0.01%
13,883
+180
993
$747K 0.01%
10,964
+34
994
$746K 0.01%
+22,290
995
$742K 0.01%
+17,937
996
$742K 0.01%
21,898
-173
997
$738K 0.01%
71,705
-1,717
998
$738K 0.01%
5,125
-690
999
$736K 0.01%
12,388
-5,847
1000
$736K 0.01%
54,061
-33,617
38 39
40
41 42