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
1551
$301K ﹤0.01%
65,446
+9,422
1552
$300K ﹤0.01%
326
+43
1553
$298K ﹤0.01%
1,570
+28
1554
$298K ﹤0.01%
13,039
+2,594
1555
$298K ﹤0.01%
2,729
+76
1556
$297K ﹤0.01%
13,799
+5,575
1557
$296K ﹤0.01%
8,233
-375
1558
$295K ﹤0.01%
45,021
+19,217
1559
$295K ﹤0.01%
5,108
1560
$294K ﹤0.01%
+3,638
1561
$293K ﹤0.01%
24,601
+2,457
1562
$293K ﹤0.01%
10,935
+1,018
1563
$293K ﹤0.01%
4,829
-169
1564
$293K ﹤0.01%
+13,129
1565
$292K ﹤0.01%
10,348
+220
1566
$291K ﹤0.01%
13,728
-184
1567
$290K ﹤0.01%
8,129
+643
1568
$290K ﹤0.01%
2,612
1569
$289K ﹤0.01%
10,397
+2,661
1570
$289K ﹤0.01%
34,431
-6,000
1571
$288K ﹤0.01%
7,964
+700
1572
$288K ﹤0.01%
15,331
+2,242
1573
$288K ﹤0.01%
43,817
-71
1574
$288K ﹤0.01%
8,728
-1,633
1575
$286K ﹤0.01%
18,736
+6,717
61 62
63
64 65