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
1251
$508K 0.01%
13,148
+1,140
1252
$506K 0.01%
19,098
-849
1253
$503K 0.01%
51,774
+5,827
1254
$502K 0.01%
33,573
+22,840
1255
$502K 0.01%
13,986
+68
1256
$501K 0.01%
14,311
+1,356
1257
$501K 0.01%
+22,843
1258
$498K 0.01%
2,763
+587
1259
$498K 0.01%
6,597
+466
1260
$497K 0.01%
9,443
+527
1261
$496K 0.01%
13,036
+4,803
1262
$495K 0.01%
33,058
1263
$492K 0.01%
11,796
+376
1264
$490K 0.01%
20,971
+96
1265
$488K 0.01%
6,505
-1,766
1266
$486K 0.01%
8,214
+1,641
1267
$485K 0.01%
9,143
-150
1268
$480K 0.01%
+6,696
1269
$480K 0.01%
35,566
-488
1270
$479K 0.01%
11,581
+1,293
1271
$477K 0.01%
4,642
-1,426
1272
$476K 0.01%
4,555
+655
1273
$474K 0.01%
92,265
+2,893
1274
$472K 0.01%
8,209
-1,583
1275
$472K 0.01%
12,790
-2,224
49 50
51
52 53