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
1801
$209K ﹤0.01%
+2,005
1802
$208K ﹤0.01%
12,032
+967
1803
$208K ﹤0.01%
16,069
-502
1804
$208K ﹤0.01%
7,275
1805
$208K ﹤0.01%
+5,450
1806
$207K ﹤0.01%
58,685
+353
1807
$207K ﹤0.01%
+4,117
1808
$207K ﹤0.01%
13,560
1809
$205K ﹤0.01%
+5,696
1810
$205K ﹤0.01%
+3,644
1811
$205K ﹤0.01%
13,800
1812
$204K ﹤0.01%
+4,145
1813
$204K ﹤0.01%
+8,058
1814
$204K ﹤0.01%
+4,037
1815
$204K ﹤0.01%
10,526
+25
1816
$203K ﹤0.01%
+2,418
1817
$203K ﹤0.01%
+5,398
1818
$203K ﹤0.01%
38,181
+3,177
1819
$203K ﹤0.01%
+3,105
1820
$202K ﹤0.01%
2,055
-293
1821
$202K ﹤0.01%
16,159
+1,092
1822
$202K ﹤0.01%
+4,038
1823
$202K ﹤0.01%
3,882
-240
1824
$201K ﹤0.01%
378
-2
1825
$201K ﹤0.01%
+5,246
71 72
73
74 75