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
1051
$675K 0.01%
51,284
+17,570
1052
$673K 0.01%
13,780
-707
1053
$672K 0.01%
8,711
+1,495
1054
$671K 0.01%
27,196
-695
1055
$670K 0.01%
9,283
-314
1056
$669K 0.01%
13,298
+661
1057
$666K 0.01%
14,087
-363
1058
$665K 0.01%
18,116
+219
1059
$663K 0.01%
3,548
-81
1060
$663K 0.01%
13,820
+215
1061
$662K 0.01%
25,239
-1,823
1062
$661K 0.01%
5,486
+516
1063
$661K 0.01%
4,479
+447
1064
$660K 0.01%
69,445
+14,043
1065
$659K 0.01%
+25,467
1066
$658K 0.01%
40,873
-3,170
1067
$657K 0.01%
6,408
+32
1068
$657K 0.01%
3,753
+433
1069
$657K 0.01%
+31,923
1070
$657K 0.01%
14,721
+2,013
1071
$656K 0.01%
14,888
+1,359
1072
$656K 0.01%
37,450
-9,620
1073
$654K 0.01%
59,108
-2,750
1074
$653K 0.01%
36,700
+4,190
1075
$652K 0.01%
20,983
-178
41 42
43
44 45