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
151
$9.73M 0.13%
106,179
+6,595
152
$9.63M 0.13%
180,515
+3,388
153
$9.62M 0.13%
68,107
+11,728
154
$9.37M 0.13%
46,970
+1,441
155
$9.36M 0.13%
115,150
+2,347
156
$9.31M 0.13%
140,357
+21,503
157
$9.27M 0.12%
135,391
+11,818
158
$9.12M 0.12%
196,452
+130,882
159
$9.1M 0.12%
169,396
+4,817
160
$8.84M 0.12%
72,639
+32,248
161
$8.8M 0.12%
79,066
+17,841
162
$8.61M 0.12%
848,190
+235,548
163
$8.6M 0.12%
77,313
+4,362
164
$8.6M 0.12%
207,391
-9,368
165
$8.57M 0.12%
228,760
+8,752
166
$8.49M 0.11%
154,685
+13,091
167
$8.48M 0.11%
99,184
+13,542
168
$8.48M 0.11%
72,629
+19,530
169
$8.38M 0.11%
99,270
+12,837
170
$8.29M 0.11%
263,006
+46,657
171
$8.15M 0.11%
383,777
+43,784
172
$8.15M 0.11%
290,217
+125,989
173
$8.09M 0.11%
74,975
+3,849
174
$8.02M 0.11%
442,120
-860
175
$7.97M 0.11%
138,793
+5,048
5 6
7
8 9