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
1351
$412K 0.01%
15,067
-2,050
1352
$412K 0.01%
+6,570
1353
$411K 0.01%
6,803
-773
1354
$411K 0.01%
3,674
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1355
$410K 0.01%
2,764
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1356
$410K 0.01%
17,005
+724
1357
$410K 0.01%
31,074
+4
1358
$409K 0.01%
+6,650
1359
$409K 0.01%
23,586
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1360
$408K 0.01%
+14,583
1361
$408K 0.01%
30,510
+44
1362
$408K 0.01%
12,210
+510
1363
$408K 0.01%
10,258
-30,365
1364
$406K 0.01%
5,261
1365
$406K 0.01%
54,065
-3,254
1366
$405K 0.01%
75,708
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1367
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2,512
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$404K 0.01%
11,215
-375
1369
$403K 0.01%
11,609
-757
1370
$403K 0.01%
30,074
-25
1371
$402K 0.01%
116,260
-24,240
1372
$402K 0.01%
4,114
+1,110
1373
$398K 0.01%
9,869
+990
1374
$397K 0.01%
8,994
+626
1375
$397K 0.01%
13,758
-173
53 54
55
56 57