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
1301
$448K 0.01%
36,951
+7,719
1302
$448K 0.01%
5,630
-57
1303
$448K 0.01%
14,400
+574
1304
$447K 0.01%
9,343
-369
1305
$446K 0.01%
7,503
-371
1306
$446K 0.01%
34,705
+912
1307
$444K 0.01%
10,142
+615
1308
$444K 0.01%
+5,922
1309
$443K 0.01%
6,438
+702
1310
$443K 0.01%
12,021
-1,551
1311
$442K 0.01%
7,663
+466
1312
$442K 0.01%
32,200
+80
1313
$440K 0.01%
14,535
+1,198
1314
$439K 0.01%
61,349
+17,575
1315
$439K 0.01%
+6,352
1316
$438K 0.01%
6,810
+155
1317
$438K 0.01%
9,357
+586
1318
$436K 0.01%
1,715
-128
1319
$436K 0.01%
14,770
+4,385
1320
$436K 0.01%
27,254
-49
1321
$436K 0.01%
7,100
+1
1322
$435K 0.01%
8,833
+9
1323
$434K 0.01%
9,832
+3,704
1324
$434K 0.01%
9,617
-3,013
1325
$432K 0.01%
12,277
+617
51 52
53
54 55