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
1651
$260K ﹤0.01%
12,530
+1,355
1652
$260K ﹤0.01%
+10,464
1653
$260K ﹤0.01%
+4,026
1654
$259K ﹤0.01%
3,206
+15
1655
$258K ﹤0.01%
+6,123
1656
$258K ﹤0.01%
+9,182
1657
$258K ﹤0.01%
25,613
+875
1658
$257K ﹤0.01%
6,264
+1,266
1659
$257K ﹤0.01%
12,338
-2,980
1660
$256K ﹤0.01%
4,517
+677
1661
$256K ﹤0.01%
+11,845
1662
$256K ﹤0.01%
+5,650
1663
$256K ﹤0.01%
1,333
-296
1664
$255K ﹤0.01%
7,809
-351
1665
$255K ﹤0.01%
1,264
-2,691
1666
$255K ﹤0.01%
+21,458
1667
$255K ﹤0.01%
3,786
+353
1668
$255K ﹤0.01%
4,209
+83
1669
$255K ﹤0.01%
4,854
+85
1670
$254K ﹤0.01%
5,608
+830
1671
$254K ﹤0.01%
3,408
-670
1672
$254K ﹤0.01%
+2,020
1673
$253K ﹤0.01%
+5,905
1674
$253K ﹤0.01%
+2,473
1675
$251K ﹤0.01%
+9,385
65 66
67
68 69