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
1726
$231K ﹤0.01%
10,455
+32
1727
$231K ﹤0.01%
5,540
+408
1728
$231K ﹤0.01%
4,083
-549
1729
$231K ﹤0.01%
30
-1
1730
$230K ﹤0.01%
20,632
-2,415
1731
$230K ﹤0.01%
13,195
+2,568
1732
$230K ﹤0.01%
17,654
+941
1733
$230K ﹤0.01%
20,165
-8,000
1734
$229K ﹤0.01%
+4,426
1735
$229K ﹤0.01%
1,533
+68
1736
$228K ﹤0.01%
15,495
+4,348
1737
$228K ﹤0.01%
17,653
+1,130
1738
$228K ﹤0.01%
6,612
-354
1739
$228K ﹤0.01%
9,274
+124
1740
$228K ﹤0.01%
9,083
-5,187
1741
$227K ﹤0.01%
+9,285
1742
$226K ﹤0.01%
+7,564
1743
$226K ﹤0.01%
+8,554
1744
$225K ﹤0.01%
7,279
+29
1745
$224K ﹤0.01%
21,926
+197
1746
$224K ﹤0.01%
4,444
+423
1747
$224K ﹤0.01%
+11,641
1748
$223K ﹤0.01%
+3,389
1749
$223K ﹤0.01%
+7,399
1750
$223K ﹤0.01%
11,548
+845
68 69
70
71 72