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
1276
$471K 0.01%
11,041
-2,525
1277
$471K 0.01%
16,536
-1,855
1278
$468K 0.01%
11,352
+160
1279
$468K 0.01%
12,021
-600
1280
$467K 0.01%
6,043
+238
1281
$464K 0.01%
9,621
-906
1282
$464K 0.01%
6,942
+533
1283
$461K 0.01%
13,703
+1,969
1284
$461K 0.01%
12,385
+64
1285
$461K 0.01%
11,820
+1,551
1286
$460K 0.01%
6,508
-1,018
1287
$459K 0.01%
49,287
-2,250
1288
$459K 0.01%
30,200
+89
1289
$459K 0.01%
88,824
-1,156
1290
$459K 0.01%
9,210
-920
1291
$458K 0.01%
17,902
+1,091
1292
$458K 0.01%
15,148
-820
1293
$458K 0.01%
6,761
-61
1294
$457K 0.01%
21,069
+153
1295
$457K 0.01%
35,921
-769
1296
$456K 0.01%
+7,130
1297
$452K 0.01%
11,274
-1,500
1298
$450K 0.01%
12,861
-970
1299
$449K 0.01%
13,939
-196
1300
$449K 0.01%
5,502
+309
50 51
52
53 54