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
126
$11.8M 0.16%
86,989
+2,795
127
$11.5M 0.15%
66,320
+8,035
128
$11.5M 0.15%
448,860
+132,960
129
$11.4M 0.15%
193,222
+10,934
130
$11.3M 0.15%
233,924
+10,532
131
$11.2M 0.15%
246,422
+21,093
132
$11.2M 0.15%
36,111
+2,755
133
$11M 0.15%
395,043
+367,825
134
$11M 0.15%
445,928
+157,693
135
$10.9M 0.15%
149,504
+12,648
136
$10.9M 0.15%
221,605
+27,590
137
$10.9M 0.15%
102,831
+6,302
138
$10.8M 0.15%
493,396
-103,517
139
$10.7M 0.14%
54,850
+1,301
140
$10.7M 0.14%
244,668
-3,726
141
$10.7M 0.14%
217,243
+6,974
142
$10.6M 0.14%
119,449
-9,516
143
$10.5M 0.14%
149,343
+4,654
144
$10.4M 0.14%
134,643
+15,781
145
$10.2M 0.14%
1,015,962
+485,064
146
$10.1M 0.14%
31,045
-24,381
147
$10.1M 0.14%
467,410
+46,119
148
$9.93M 0.13%
215,075
-102,514
149
$9.92M 0.13%
495,995
+60,920
150
$9.87M 0.13%
244,301
+27,525
4 5
6
7 8