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
1001
$735K 0.01%
14,226
-1,727
1002
$735K 0.01%
15,082
+3,864
1003
$732K 0.01%
45,350
1004
$731K 0.01%
3,235
-9,117
1005
$730K 0.01%
8,501
-1,853
1006
$730K 0.01%
15,397
-503
1007
$729K 0.01%
24,741
+7,806
1008
$728K 0.01%
31,705
-1,285
1009
$727K 0.01%
6,896
-1,207
1010
$727K 0.01%
22,610
-4,314
1011
$723K 0.01%
15,423
-734
1012
$721K 0.01%
7,185
-311
1013
$720K 0.01%
20,030
-10,526
1014
$719K 0.01%
31,828
-530
1015
$719K 0.01%
54,500
+51
1016
$711K 0.01%
32,759
-2,643
1017
$711K 0.01%
4,546
+520
1018
$710K 0.01%
12,242
-1,988
1019
$708K 0.01%
11,944
-2,164
1020
$708K 0.01%
5,999
+1,206
1021
$705K 0.01%
9,508
+731
1022
$704K 0.01%
4,369
-3,036
1023
$703K 0.01%
3,629
-7,111
1024
$703K 0.01%
+15,229
1025
$699K 0.01%
11,893
+630
39 40
41
42 43