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
2076
– –
-10,181
2077
– –
-9,665
2078
– –
-17,050
2079
– –
-28,553
2080
– –
-211,777
2081
– –
-28,423
2082
– –
-26,299
2083
– –
-70,963
2084
– –
-43,080
2085
– –
-13,415
2086
– –
-6,009
2087
– –
-59,402
2088
– –
-5,689
2089
– –
-10,113
2090
– –
-10,359
2091
– –
-2,000
2092
– –
-111,158
2093
– –
-10,200
2094
– –
-34,600
2095
– –
-8,146
2096
– –
-18,264
2097
– –
-8,871
2098
– –
-27,817
2099
– –
-29,730
2100
– –
-38,052
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