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
1826
$200K ﹤0.01%
+10,843
1827
$199K ﹤0.01%
13,349
-4,500
1828
$199K ﹤0.01%
12,837
-1,405
1829
$198K ﹤0.01%
13,823
-1,100
1830
$198K ﹤0.01%
+10,512
1831
$197K ﹤0.01%
13,585
1832
$197K ﹤0.01%
15,358
-661
1833
$196K ﹤0.01%
21,754
-140,661
1834
$196K ﹤0.01%
10,624
+239
1835
$195K ﹤0.01%
13,702
-4,815
1836
$193K ﹤0.01%
16,108
-1,826
1837
$191K ﹤0.01%
13,615
+76
1838
$190K ﹤0.01%
+887
1839
$190K ﹤0.01%
+10,334
1840
$190K ﹤0.01%
+10,930
1841
$190K ﹤0.01%
10,087
+75
1842
$189K ﹤0.01%
+12,189
1843
$188K ﹤0.01%
22,178
-3,501
1844
$188K ﹤0.01%
14,334
-1,547
1845
$187K ﹤0.01%
12,013
-2,822
1846
$181K ﹤0.01%
11,742
+9
1847
$178K ﹤0.01%
10,439
-814
1848
$178K ﹤0.01%
7,259
-772
1849
$178K ﹤0.01%
18,052
+594
1850
$176K ﹤0.01%
11,130
72 73
74
75 76