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
1526
$312K ﹤0.01%
10,858
1527
$312K ﹤0.01%
6,231
1528
$311K ﹤0.01%
11,728
+1,934
1529
$310K ﹤0.01%
13,319
-43,493
1530
$309K ﹤0.01%
11,868
-23
1531
$309K ﹤0.01%
20,849
+9
1532
$308K ﹤0.01%
2,635
+135
1533
$307K ﹤0.01%
8,814
+232
1534
$307K ﹤0.01%
79,708
+3,042
1535
$307K ﹤0.01%
6,795
+788
1536
$307K ﹤0.01%
+11,453
1537
$306K ﹤0.01%
4,648
-257
1538
$306K ﹤0.01%
3,442
+184
1539
$306K ﹤0.01%
83,720
-7,641
1540
$306K ﹤0.01%
16,900
-1,900
1541
$306K ﹤0.01%
54,784
-6,361
1542
$306K ﹤0.01%
415
-40
1543
$305K ﹤0.01%
7,047
1544
$305K ﹤0.01%
71,146
+1,557
1545
$305K ﹤0.01%
4,547
+762
1546
$303K ﹤0.01%
2,531
-599
1547
$302K ﹤0.01%
30,503
+2,798
1548
$302K ﹤0.01%
+3,050
1549
$302K ﹤0.01%
25,480
-38,100
1550
$301K ﹤0.01%
7,628
+47
60 61
62
63 64