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
1676
$251K ﹤0.01%
4,811
-811
1677
$251K ﹤0.01%
4,493
+175
1678
$250K ﹤0.01%
16,390
-1,527
1679
$249K ﹤0.01%
+2,176
1680
$249K ﹤0.01%
64,773
+20
1681
$248K ﹤0.01%
17,356
+437
1682
$248K ﹤0.01%
16,905
+3,617
1683
$248K ﹤0.01%
18,195
+3,948
1684
$247K ﹤0.01%
+4,108
1685
$247K ﹤0.01%
8,998
+468
1686
$247K ﹤0.01%
4,875
+513
1687
$247K ﹤0.01%
+2,969
1688
$246K ﹤0.01%
27,119
+410
1689
$246K ﹤0.01%
5,398
-1,212
1690
$244K ﹤0.01%
+3,500
1691
$244K ﹤0.01%
6,680
-416
1692
$244K ﹤0.01%
10,122
-219
1693
$244K ﹤0.01%
47,836
+13,985
1694
$244K ﹤0.01%
11,118
-2,519
1695
$242K ﹤0.01%
+1,415
1696
$242K ﹤0.01%
3,894
-593
1697
$242K ﹤0.01%
+6,980
1698
$242K ﹤0.01%
9,595
-700
1699
$241K ﹤0.01%
+8,319
1700
$241K ﹤0.01%
+1,874
66 67
68
69 70