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
1751
$223K ﹤0.01%
3,100
1752
$223K ﹤0.01%
3,516
-274
1753
$222K ﹤0.01%
+4,251
1754
$222K ﹤0.01%
+2,624
1755
$221K ﹤0.01%
6,694
-2,022
1756
$221K ﹤0.01%
+4,877
1757
$221K ﹤0.01%
36,965
+1,564
1758
$221K ﹤0.01%
+2,584
1759
$220K ﹤0.01%
14,755
+1,242
1760
$220K ﹤0.01%
9,497
+903
1761
$219K ﹤0.01%
+7,356
1762
$219K ﹤0.01%
19,419
-212
1763
$219K ﹤0.01%
16,098
+867
1764
$218K ﹤0.01%
25,332
+160
1765
$218K ﹤0.01%
11,846
+212
1766
$218K ﹤0.01%
27,631
-1,842
1767
$218K ﹤0.01%
1,217
-7,384
1768
$218K ﹤0.01%
4,215
+13
1769
$218K ﹤0.01%
10,249
-1,383
1770
$217K ﹤0.01%
+2,002
1771
$217K ﹤0.01%
+1,629
1772
$217K ﹤0.01%
+45,600
1773
$217K ﹤0.01%
9,242
+995
1774
$217K ﹤0.01%
15,841
-11
1775
$216K ﹤0.01%
4,787
-464
69 70
71
72 73