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
1451
$359K ﹤0.01%
40,394
+2,509
1452
$358K ﹤0.01%
20,886
-4,029
1453
$358K ﹤0.01%
21,270
+75
1454
$357K ﹤0.01%
5,404
-936
1455
$356K ﹤0.01%
5,539
-25
1456
$356K ﹤0.01%
2,080
+42
1457
$356K ﹤0.01%
+16,587
1458
$355K ﹤0.01%
16,591
-800
1459
$355K ﹤0.01%
3,546
+45
1460
$353K ﹤0.01%
+7,857
1461
$353K ﹤0.01%
35,782
+768
1462
$353K ﹤0.01%
1,966
-59
1463
$353K ﹤0.01%
29,241
+182
1464
$352K ﹤0.01%
3,097
+135
1465
$352K ﹤0.01%
6,180
+640
1466
$351K ﹤0.01%
5,913
+741
1467
$351K ﹤0.01%
7,847
+782
1468
$350K ﹤0.01%
27,747
+182
1469
$349K ﹤0.01%
21,000
+9,155
1470
$348K ﹤0.01%
14,881
+4,596
1471
$348K ﹤0.01%
6,727
+1,051
1472
$347K ﹤0.01%
+3,222
1473
$344K ﹤0.01%
+12,578
1474
$344K ﹤0.01%
9,625
-2,066
1475
$343K ﹤0.01%
15,277
-3,004
57 58
59
60 61