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
1476
$343K ﹤0.01%
28,725
+265
1477
$341K ﹤0.01%
2,739
-86
1478
$341K ﹤0.01%
1,987
+103
1479
$340K ﹤0.01%
7,613
+84
1480
$340K ﹤0.01%
+4,980
1481
$339K ﹤0.01%
25,700
-75,740
1482
$336K ﹤0.01%
5,609
1483
$334K ﹤0.01%
6,508
+246
1484
$332K ﹤0.01%
24,790
-35,227
1485
$332K ﹤0.01%
114,525
-34,550
1486
$331K ﹤0.01%
5,709
+210
1487
$330K ﹤0.01%
5,415
+335
1488
$330K ﹤0.01%
+14,087
1489
$329K ﹤0.01%
49,422
+5,975
1490
$329K ﹤0.01%
24,155
+3,697
1491
$328K ﹤0.01%
20,736
-3,175
1492
$327K ﹤0.01%
4,949
+368
1493
$327K ﹤0.01%
7,218
+115
1494
$327K ﹤0.01%
11,889
-2,470
1495
$325K ﹤0.01%
8,698
+174
1496
$325K ﹤0.01%
+11,790
1497
$325K ﹤0.01%
6,021
+51
1498
$325K ﹤0.01%
+5,523
1499
$324K ﹤0.01%
19,318
+4,341
1500
$324K ﹤0.01%
22,016
-46,761
58 59
60
61 62