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
1776
$216K ﹤0.01%
27,563
1777
$216K ﹤0.01%
+6,052
1778
$215K ﹤0.01%
2,917
+121
1779
$215K ﹤0.01%
3,644
-37
1780
$215K ﹤0.01%
+6,686
1781
$214K ﹤0.01%
+4,183
1782
$214K ﹤0.01%
12,819
+2,734
1783
$213K ﹤0.01%
+11,899
1784
$213K ﹤0.01%
+6,355
1785
$212K ﹤0.01%
3,044
-930
1786
$212K ﹤0.01%
1,864
-544
1787
$212K ﹤0.01%
+2,300
1788
$211K ﹤0.01%
2,919
-108
1789
$211K ﹤0.01%
+4,540
1790
$211K ﹤0.01%
+8,262
1791
$211K ﹤0.01%
8,659
-212
1792
$210K ﹤0.01%
+8,703
1793
$210K ﹤0.01%
+2,111
1794
$210K ﹤0.01%
+6,523
1795
$210K ﹤0.01%
13,119
-3,088
1796
$210K ﹤0.01%
9,813
-1,000
1797
$210K ﹤0.01%
+1,620
1798
$209K ﹤0.01%
17,592
+30
1799
$209K ﹤0.01%
+6,385
1800
$209K ﹤0.01%
+3,676
70 71
72
73 74