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
1851
$175K ﹤0.01%
21,325
+3,000
1852
$175K ﹤0.01%
12,005
+285
1853
$173K ﹤0.01%
14,968
-25,264
1854
$173K ﹤0.01%
1,848
+266
1855
$171K ﹤0.01%
11,331
1856
$170K ﹤0.01%
33,858
-2,606
1857
$170K ﹤0.01%
18,896
+5,705
1858
$170K ﹤0.01%
10,850
+294
1859
$168K ﹤0.01%
8,929
+964
1860
$167K ﹤0.01%
19,136
+2,252
1861
$167K ﹤0.01%
26,517
-93
1862
$164K ﹤0.01%
18,868
+1,113
1863
$163K ﹤0.01%
2,767
-2
1864
$163K ﹤0.01%
17,846
+6,620
1865
$163K ﹤0.01%
14,882
+9
1866
$161K ﹤0.01%
11,162
+308
1867
$161K ﹤0.01%
2,543
-156
1868
$159K ﹤0.01%
24,114
-10,204
1869
$159K ﹤0.01%
14,886
+1,378
1870
$159K ﹤0.01%
4,044
-4,186
1871
$158K ﹤0.01%
11,439
-1,087
1872
$157K ﹤0.01%
17,937
+30
1873
$157K ﹤0.01%
14,437
-35,863
1874
$156K ﹤0.01%
+15,300
1875
$155K ﹤0.01%
+11,763
73 74
75
76 77