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
1626
$268K ﹤0.01%
+2,386
1627
$267K ﹤0.01%
10,631
-2,671
1628
$267K ﹤0.01%
6,576
-621
1629
$267K ﹤0.01%
22,539
+3,061
1630
$266K ﹤0.01%
+9,649
1631
$266K ﹤0.01%
3,982
-165
1632
$266K ﹤0.01%
10,409
-3,923
1633
$265K ﹤0.01%
22,017
+200
1634
$264K ﹤0.01%
8,189
+1,478
1635
$264K ﹤0.01%
10,609
-2,659
1636
$264K ﹤0.01%
5,388
+127
1637
$264K ﹤0.01%
+24,120
1638
$264K ﹤0.01%
33,946
+11,970
1639
$264K ﹤0.01%
17,046
1640
$263K ﹤0.01%
225
1641
$263K ﹤0.01%
7,299
+315
1642
$263K ﹤0.01%
10,341
-1,845
1643
$263K ﹤0.01%
29,921
-2,229
1644
$262K ﹤0.01%
+16,555
1645
$261K ﹤0.01%
10,763
-178
1646
$261K ﹤0.01%
+4,300
1647
$261K ﹤0.01%
15,364
1648
$261K ﹤0.01%
14,578
+1,303
1649
$260K ﹤0.01%
15,090
-1,530
1650
$260K ﹤0.01%
+12,509
64 65
66
67 68