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
1926
$92K ﹤0.01%
10,900
1927
$90K ﹤0.01%
14,353
+900
1928
$90K ﹤0.01%
3,842
-348
1929
$88K ﹤0.01%
18,687
+3,008
1930
$84K ﹤0.01%
11,599
+81
1931
$84K ﹤0.01%
30,125
1932
$84K ﹤0.01%
11,150
-4,821
1933
$83K ﹤0.01%
22,745
+10,938
1934
$82K ﹤0.01%
17,168
+1,244
1935
$79K ﹤0.01%
+26,860
1936
$78K ﹤0.01%
+2,429
1937
$78K ﹤0.01%
29,539
-402,362
1938
$72K ﹤0.01%
10,725
1939
$71K ﹤0.01%
10,000
1940
$70K ﹤0.01%
16,984
-1,093
1941
$63K ﹤0.01%
3,425
1942
$63K ﹤0.01%
835
-6
1943
$62K ﹤0.01%
24,920
-2,790
1944
$61K ﹤0.01%
20,166
+741
1945
$61K ﹤0.01%
+10,539
1946
$60K ﹤0.01%
6,739
+2,964
1947
$57K ﹤0.01%
1,525
1948
$57K ﹤0.01%
12,364
-270
1949
$55K ﹤0.01%
7,522
-81
1950
$55K ﹤0.01%
599
+25
76 77
78
79 80