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
1076
$651K 0.01%
47,450
+31,294
1077
$650K 0.01%
9,451
-14,934
1078
$650K 0.01%
30,086
-3,316
1079
$649K 0.01%
44,673
+8,125
1080
$649K 0.01%
120,574
-15,786
1081
$648K 0.01%
26,964
-786
1082
$648K 0.01%
+23,029
1083
$646K 0.01%
6,746
-1,424
1084
$646K 0.01%
13,733
+6,054
1085
$644K 0.01%
11,588
+258
1086
$644K 0.01%
10,193
+12
1087
$644K 0.01%
19,343
+762
1088
$644K 0.01%
25,365
+5,049
1089
$643K 0.01%
36,028
+7,390
1090
$643K 0.01%
12,732
+6,188
1091
$643K 0.01%
11,086
+469
1092
$643K 0.01%
24,937
-3,669
1093
$642K 0.01%
2,638
+96
1094
$641K 0.01%
+13,051
1095
$641K 0.01%
19,885
+279
1096
$640K 0.01%
+30,266
1097
$640K 0.01%
11,547
+1,934
1098
$640K 0.01%
4,560
-1,002
1099
$639K 0.01%
6,688
+205
1100
$639K 0.01%
21,905
+2,720
42 43
44
45 46