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
176
$7.89M 0.11%
95,910
+7,864
177
$7.84M 0.11%
153,334
-322,620
178
$7.82M 0.11%
122,472
+4,978
179
$7.82M 0.11%
227,365
+169,935
180
$7.79M 0.1%
125,624
-21,337
181
$7.78M 0.1%
73,014
+4,978
182
$7.72M 0.1%
41,380
+3,973
183
$7.7M 0.1%
99,748
+1,409
184
$7.63M 0.1%
74,897
+11,587
185
$7.59M 0.1%
354,728
+37,391
186
$7.58M 0.1%
261,214
-9,664
187
$7.58M 0.1%
646,590
+53,328
188
$7.55M 0.1%
94,484
+17,634
189
$7.54M 0.1%
272,828
+66,996
190
$7.53M 0.1%
45,859
+52
191
$7.51M 0.1%
192,904
-73,181
192
$7.5M 0.1%
49,162
-23,304
193
$7.48M 0.1%
122,704
-12,677
194
$7.45M 0.1%
193,584
-3,045
195
$7.25M 0.1%
+203,616
196
$7.22M 0.1%
137,006
-292
197
$7.15M 0.1%
134,704
-13,025
198
$7.14M 0.1%
137,985
+4,124
199
$7.1M 0.1%
47,539
-15,548
200
$7.07M 0.1%
49,784
-1,191
6 7
8
9 10