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
1176
$574K 0.01%
19,126
-8,717
1177
$573K 0.01%
8,926
+421
1178
$573K 0.01%
31,325
-1,396
1179
$572K 0.01%
7,377
+2,028
1180
$572K 0.01%
19,593
-2,397
1181
$572K 0.01%
5,135
+1,061
1182
$571K 0.01%
20,478
+7,736
1183
$571K 0.01%
3,278
+130
1184
$567K 0.01%
42,178
+8,502
1185
$567K 0.01%
5,964
-3,102
1186
$567K 0.01%
+36,053
1187
$567K 0.01%
10,211
+835
1188
$565K 0.01%
+24,373
1189
$563K 0.01%
13,626
-2,580
1190
$563K 0.01%
37,701
+3,364
1191
$559K 0.01%
8,131
-740
1192
$559K 0.01%
35,382
+11,402
1193
$559K 0.01%
33,330
+5,150
1194
$558K 0.01%
13,572
-993
1195
$558K 0.01%
+11,092
1196
$558K 0.01%
+32,706
1197
$558K 0.01%
16,047
+3,572
1198
$557K 0.01%
+15,024
1199
$557K 0.01%
16,236
+7,941
1200
$557K 0.01%
72,279
+4,630
46 47
48
49 50