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
1126
$622K 0.01%
16,126
-4,721
1127
$619K 0.01%
13,911
-1,158
1128
$619K 0.01%
24,262
-6,037
1129
$619K 0.01%
8,004
-1,623
1130
$618K 0.01%
31,612
-13,110
1131
$617K 0.01%
+2,983
1132
$617K 0.01%
6,149
+18
1133
$616K 0.01%
39,460
-1,276
1134
$616K 0.01%
8,958
+2,266
1135
$611K 0.01%
9,682
+98
1136
$607K 0.01%
+38,671
1137
$605K 0.01%
12,969
-2,404
1138
$605K 0.01%
11,960
+1,664
1139
$604K 0.01%
16,269
+1,221
1140
$602K 0.01%
9,344
+139
1141
$602K 0.01%
3,348
+193
1142
$600K 0.01%
14,916
-120,771
1143
$598K 0.01%
5,986
+370
1144
$598K 0.01%
19,254
+3,895
1145
$596K 0.01%
26,598
-1,850
1146
$596K 0.01%
+33,106
1147
$594K 0.01%
7,031
+932
1148
$594K 0.01%
7,731
+938
1149
$593K 0.01%
31,981
-902
1150
$593K 0.01%
9,320
+9
44 45
46
47 48