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
1026
$698K 0.01%
27,434
+200
1027
$697K 0.01%
58,832
+8,384
1028
$696K 0.01%
42,228
+2,085
1029
$695K 0.01%
40,008
-1,709
1030
$692K 0.01%
38,485
+1,482
1031
$692K 0.01%
6,610
-1,913
1032
$692K 0.01%
39,341
+3,135
1033
$691K 0.01%
2,838
+743
1034
$691K 0.01%
47,661
-422
1035
$688K 0.01%
48,216
1036
$687K 0.01%
53,232
-5,014
1037
$685K 0.01%
21,352
+2,884
1038
$684K 0.01%
18,237
+1,196
1039
$684K 0.01%
14,798
-232
1040
$680K 0.01%
6,473
+3,717
1041
$679K 0.01%
37,101
-2,619
1042
$679K 0.01%
21,668
+1,217
1043
$678K 0.01%
35,738
-1,025
1044
$678K 0.01%
24,085
+500
1045
$677K 0.01%
26,552
+2
1046
$676K 0.01%
2,767
-1,036
1047
$676K 0.01%
21,138
1048
$675K 0.01%
+14,939
1049
$675K 0.01%
21,681
+2,512
1050
$675K 0.01%
57,676
+19,456
40 41
42
43 44