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
1101
$638K 0.01%
17,959
+199
1102
$638K 0.01%
4,282
+337
1103
$637K 0.01%
596
+9
1104
$636K 0.01%
6,730
+1,154
1105
$636K 0.01%
33,874
+3,515
1106
$635K 0.01%
4,149
1107
$634K 0.01%
1,746
+75
1108
$634K 0.01%
73,145
+4,808
1109
$634K 0.01%
15,854
+607
1110
$633K 0.01%
21,816
-9,729
1111
$633K 0.01%
5,990
-12,884
1112
$633K 0.01%
26,258
+14,324
1113
$631K 0.01%
+26,274
1114
$630K 0.01%
17,911
+3,196
1115
$630K 0.01%
10,319
+790
1116
$629K 0.01%
483
-97
1117
$629K 0.01%
36,699
-1,059
1118
$628K 0.01%
46,892
-38,539
1119
$628K 0.01%
+31,941
1120
$627K 0.01%
29,454
+1,732
1121
$627K 0.01%
+45,412
1122
$626K 0.01%
13,022
-635
1123
$625K 0.01%
4,130
-640
1124
$625K 0.01%
18,163
+345
1125
$624K 0.01%
2,755
-2,079
43 44
45
46 47