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
1376
$397K 0.01%
13,798
+2,004
1377
$397K 0.01%
8,947
-1,183
1378
$395K 0.01%
7,402
-107
1379
$395K 0.01%
77,022
-2,600
1380
$395K 0.01%
34,370
+3,100
1381
$394K 0.01%
16,282
-650
1382
$393K 0.01%
+18,076
1383
$392K 0.01%
13,140
-900
1384
$392K 0.01%
11,786
-375
1385
$391K 0.01%
1,968
+18
1386
$391K 0.01%
10,584
+344
1387
$391K 0.01%
15,117
+91
1388
$391K 0.01%
24,042
-1,245
1389
$391K 0.01%
7,915
+324
1390
$391K 0.01%
23,281
+1,469
1391
$389K 0.01%
2,647
+1,670
1392
$389K 0.01%
15,323
-493
1393
$388K 0.01%
7,588
+381
1394
$388K 0.01%
9,954
-4,117
1395
$388K 0.01%
44,926
+293
1396
$385K 0.01%
2,539
+538
1397
$385K 0.01%
448
+9
1398
$383K 0.01%
16,632
+375
1399
$382K 0.01%
50,552
+3,163
1400
$382K 0.01%
7,577
-391
54 55
56
57 58