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
1401
$382K 0.01%
19,647
+3,919
1402
$381K 0.01%
4,572
+19
1403
$381K 0.01%
+14,172
1404
$379K 0.01%
7,319
-733
1405
$379K 0.01%
7,648
+354
1406
$379K 0.01%
6,114
-12,564
1407
$379K 0.01%
14,763
1408
$378K 0.01%
12,212
-1,024
1409
$378K 0.01%
5,132
-533
1410
$378K 0.01%
3,500
-42
1411
$377K 0.01%
8,620
+290
1412
$377K 0.01%
+7,526
1413
$377K 0.01%
73,034
+200
1414
$377K 0.01%
62,375
-4,275
1415
$376K 0.01%
6,004
-160
1416
$375K 0.01%
1,450
+52
1417
$375K 0.01%
7,342
+343
1418
$374K 0.01%
17,150
-1,631
1419
$374K 0.01%
1,513
+537
1420
$374K 0.01%
3,883
+510
1421
$374K 0.01%
228
+24
1422
$373K 0.01%
26,553
-1,634
1423
$373K 0.01%
15,268
-1,830
1424
$373K 0.01%
7,008
+2,923
1425
$371K 0.01%
15,416
55 56
57
58 59