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
1501
$323K ﹤0.01%
10,637
-305
1502
$322K ﹤0.01%
+2,315
1503
$321K ﹤0.01%
6,341
-160
1504
$321K ﹤0.01%
19,532
-150
1505
$321K ﹤0.01%
3,154
-421
1506
$320K ﹤0.01%
8,520
+817
1507
$320K ﹤0.01%
22,470
+1,261
1508
$320K ﹤0.01%
216
1509
$319K ﹤0.01%
13,535
+3,409
1510
$319K ﹤0.01%
+5,946
1511
$319K ﹤0.01%
3,840
-93
1512
$318K ﹤0.01%
+8,317
1513
$318K ﹤0.01%
24,814
+2,384
1514
$317K ﹤0.01%
4,119
-860
1515
$317K ﹤0.01%
7,440
+410
1516
$317K ﹤0.01%
5,200
+523
1517
$316K ﹤0.01%
9,273
-8,643
1518
$316K ﹤0.01%
2,277
-127
1519
$315K ﹤0.01%
8,303
+1,612
1520
$315K ﹤0.01%
6,389
+655
1521
$314K ﹤0.01%
69,200
+600
1522
$314K ﹤0.01%
5,293
-371
1523
$313K ﹤0.01%
+9,757
1524
$312K ﹤0.01%
12,084
1525
$312K ﹤0.01%
7,724
-1,673
59 60
61
62 63