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
1576
$286K ﹤0.01%
35,648
+3,200
1577
$286K ﹤0.01%
580
+60
1578
$285K ﹤0.01%
+8,515
1579
$285K ﹤0.01%
24,172
+4,940
1580
$285K ﹤0.01%
15,800
-2,300
1581
$284K ﹤0.01%
5,819
+461
1582
$284K ﹤0.01%
4,984
+669
1583
$284K ﹤0.01%
15,143
-379
1584
$283K ﹤0.01%
17,996
+1,292
1585
$283K ﹤0.01%
3,369
1586
$282K ﹤0.01%
+8,171
1587
$282K ﹤0.01%
7,842
1588
$281K ﹤0.01%
2,698
-3
1589
$281K ﹤0.01%
+13,040
1590
$281K ﹤0.01%
+10,606
1591
$281K ﹤0.01%
18,174
-3,908
1592
$281K ﹤0.01%
4,260
-561
1593
$281K ﹤0.01%
1,822
+432
1594
$279K ﹤0.01%
3,467
-18
1595
$279K ﹤0.01%
8,393
+2,723
1596
$279K ﹤0.01%
+2,522
1597
$279K ﹤0.01%
+8,417
1598
$278K ﹤0.01%
5,418
-182
1599
$277K ﹤0.01%
5,753
+84
1600
$277K ﹤0.01%
+7,759
62 63
64
65 66