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
1701
$241K ﹤0.01%
9,152
-1,558
1702
$241K ﹤0.01%
18,032
+130
1703
$239K ﹤0.01%
+10,942
1704
$239K ﹤0.01%
3,661
-364
1705
$239K ﹤0.01%
17,472
-4,352
1706
$238K ﹤0.01%
+7,331
1707
$237K ﹤0.01%
3,845
+171
1708
$237K ﹤0.01%
17,000
-7,000
1709
$237K ﹤0.01%
18,691
+2,000
1710
$236K ﹤0.01%
2,537
+192
1711
$236K ﹤0.01%
17,142
-1,341
1712
$236K ﹤0.01%
16,794
+1,200
1713
$235K ﹤0.01%
4,785
-1,100
1714
$235K ﹤0.01%
2,246
+228
1715
$234K ﹤0.01%
+12,530
1716
$234K ﹤0.01%
2,309
+189
1717
$233K ﹤0.01%
+9,030
1718
$233K ﹤0.01%
13,302
-9,640
1719
$233K ﹤0.01%
7,705
1720
$232K ﹤0.01%
5,297
+108
1721
$232K ﹤0.01%
4,818
-234
1722
$232K ﹤0.01%
4,009
-5,629
1723
$232K ﹤0.01%
3,408
-75
1724
$232K ﹤0.01%
5,273
+11
1725
$232K ﹤0.01%
4,434
-799
67 68
69
70 71