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
1901
$120K ﹤0.01%
12,452
+2,012
1902
$119K ﹤0.01%
19,784
+197
1903
$118K ﹤0.01%
13,282
+2,526
1904
$117K ﹤0.01%
+11,209
1905
$116K ﹤0.01%
40,792
-4,360
1906
$114K ﹤0.01%
30,593
+15,932
1907
$113K ﹤0.01%
1,447
+80
1908
$111K ﹤0.01%
11,063
-472
1909
$111K ﹤0.01%
11,076
+212
1910
$111K ﹤0.01%
9,364
-136
1911
$110K ﹤0.01%
1,679
1912
$109K ﹤0.01%
22,700
-2,700
1913
$108K ﹤0.01%
4,520
+691
1914
$106K ﹤0.01%
+28,575
1915
$103K ﹤0.01%
+10,046
1916
$103K ﹤0.01%
11,176
-1,125
1917
– –
0
1918
$102K ﹤0.01%
+14,359
1919
$100K ﹤0.01%
+10,286
1920
$100K ﹤0.01%
4,456
+200
1921
$99K ﹤0.01%
246
+7
1922
$98K ﹤0.01%
+1,160
1923
$98K ﹤0.01%
21,880
-1,250
1924
$96K ﹤0.01%
5,866
-35
1925
$93K ﹤0.01%
11,830
-8,720
75 76
77
78 79