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
1151
$592K 0.01%
12,536
+715
1152
$591K 0.01%
12,250
-2,176
1153
$590K 0.01%
12,733
+1,728
1154
$590K 0.01%
37,353
-4,732
1155
$589K 0.01%
9,192
-177
1156
$589K 0.01%
44,779
-1,385
1157
$589K 0.01%
78,815
-9,790
1158
$587K 0.01%
+19,675
1159
$585K 0.01%
21,756
-522
1160
$584K 0.01%
4,283
-236
1161
$584K 0.01%
4,502
+137
1162
$583K 0.01%
17,782
+982
1163
$583K 0.01%
17,900
-94
1164
$582K 0.01%
6,699
-181
1165
$582K 0.01%
+23,500
1166
$580K 0.01%
14,076
+468
1167
$580K 0.01%
+76,357
1168
$579K 0.01%
21,419
-466
1169
$577K 0.01%
+47,736
1170
$575K 0.01%
26,225
+11,473
1171
$575K 0.01%
7,582
-1,296
1172
$575K 0.01%
41,014
+966
1173
$574K 0.01%
12,029
+9
1174
$574K 0.01%
+12,053
1175
$574K 0.01%
16,387
+4,583
45 46
47
48 49