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
1201
$556K 0.01%
10,918
+570
1202
$556K 0.01%
11,831
+215
1203
$556K 0.01%
16,133
+1,416
1204
$555K 0.01%
22,070
+9,851
1205
$554K 0.01%
+27,894
1206
$554K 0.01%
21,688
1207
$554K 0.01%
12,129
+1,319
1208
$553K 0.01%
75,754
+13,134
1209
$553K 0.01%
6,459
+34
1210
$552K 0.01%
98,450
-28,905
1211
$552K 0.01%
13,295
-246
1212
$548K 0.01%
37,173
+2,038
1213
$547K 0.01%
4,934
+1,655
1214
$546K 0.01%
49,145
-56,933
1215
$545K 0.01%
9,869
+3,909
1216
$544K 0.01%
29,685
-2,607
1217
$543K 0.01%
4,682
+25
1218
$543K 0.01%
19,022
-10,152
1219
$541K 0.01%
13,727
+1,269
1220
$539K 0.01%
16,517
+8,299
1221
$538K 0.01%
7,642
+558
1222
$537K 0.01%
+24,668
1223
$534K 0.01%
+8,250
1224
$534K 0.01%
33,389
-59,630
1225
$529K 0.01%
7,000
+118
47 48
49
50 51