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
1601
$277K ﹤0.01%
3,410
-204
1602
$277K ﹤0.01%
+8,683
1603
$275K ﹤0.01%
20,223
+4,227
1604
$275K ﹤0.01%
8,147
+312
1605
$275K ﹤0.01%
3,839
+619
1606
$275K ﹤0.01%
21,212
-771
1607
$274K ﹤0.01%
3,073
-96
1608
$273K ﹤0.01%
11,121
+1,051
1609
$273K ﹤0.01%
10,679
-957
1610
$273K ﹤0.01%
21,913
-1,930
1611
$272K ﹤0.01%
8,292
+747
1612
$272K ﹤0.01%
12,670
1613
$272K ﹤0.01%
60,597
+1,389
1614
$271K ﹤0.01%
2,910
+248
1615
$271K ﹤0.01%
15,278
+227
1616
$271K ﹤0.01%
+8,217
1617
$271K ﹤0.01%
23,552
+38
1618
$270K ﹤0.01%
5,267
+295
1619
$270K ﹤0.01%
10,109
+39
1620
$270K ﹤0.01%
5,000
-200
1621
$269K ﹤0.01%
7,338
-132
1622
$269K ﹤0.01%
8,317
-594
1623
$269K ﹤0.01%
22,205
-4,323
1624
$268K ﹤0.01%
6,450
1625
$268K ﹤0.01%
24,111
+1,891
63 64
65
66 67