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
1951
$55K ﹤0.01%
14,378
-1,018
1952
$54K ﹤0.01%
10,853
1953
$53K ﹤0.01%
24,393
1954
$52K ﹤0.01%
13,575
-8,920
1955
$50K ﹤0.01%
711
-156
1956
$46K ﹤0.01%
10,600
1957
$46K ﹤0.01%
5,357
+4,290
1958
$45K ﹤0.01%
17,236
+1,005
1959
$40K ﹤0.01%
132
1960
$40K ﹤0.01%
1,065
1961
$35K ﹤0.01%
1,074
+10
1962
$35K ﹤0.01%
645
-175
1963
$35K ﹤0.01%
10,800
1964
$33K ﹤0.01%
10,000
1965
$30K ﹤0.01%
26,114
1966
$29K ﹤0.01%
560
1967
– –
0
1968
$28K ﹤0.01%
1
1969
$26K ﹤0.01%
21,800
+4,100
1970
$24K ﹤0.01%
10,010
-100
1971
$23K ﹤0.01%
474
-100
1972
$22K ﹤0.01%
10,735
1973
$22K ﹤0.01%
4,308
1974
$21K ﹤0.01%
1,135
1975
$20K ﹤0.01%
3,359
77 78
79
80 81