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
1326
$431K 0.01%
5,795
+378
1327
$431K 0.01%
31,774
-1,430
1328
$431K 0.01%
16,894
-4,578
1329
$431K 0.01%
11,234
+192
1330
$431K 0.01%
18,236
1331
$430K 0.01%
16,056
-1,927
1332
$429K 0.01%
25,275
+8
1333
$428K 0.01%
6,981
-6
1334
$428K 0.01%
11,519
-12,511
1335
$428K 0.01%
10,428
-91,960
1336
$428K 0.01%
10,249
-762
1337
$426K 0.01%
17,057
+3,483
1338
$425K 0.01%
8,606
+317
1339
$425K 0.01%
67,626
-4,885
1340
$424K 0.01%
8,357
+1,863
1341
$423K 0.01%
19,341
+4,787
1342
$423K 0.01%
4,601
+1,218
1343
$422K 0.01%
7,992
+3,216
1344
$422K 0.01%
19,428
-609
1345
$421K 0.01%
17,040
+1,321
1346
$418K 0.01%
8,614
-2,842
1347
$415K 0.01%
11,416
+2
1348
$415K 0.01%
32,911
+1,349
1349
$415K 0.01%
1,296
-478
1350
$414K 0.01%
17,075
+3,502
52 53
54
55 56