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
201
$7.05M 0.09%
332,854
+22,231
202
$7.04M 0.09%
163,940
+102,001
203
$7.01M 0.09%
123,810
+5,258
204
$6.97M 0.09%
80,814
+7,004
205
$6.96M 0.09%
176,210
-19,497
206
$6.92M 0.09%
105,891
+16,787
207
$6.9M 0.09%
98,187
+1,620
208
$6.87M 0.09%
245,238
+16,482
209
$6.84M 0.09%
117,769
+5,462
210
$6.84M 0.09%
124,198
-1,324
211
$6.81M 0.09%
102,542
+29,324
212
$6.81M 0.09%
270,142
+14,520
213
$6.76M 0.09%
78,709
+4,179
214
$6.74M 0.09%
134,722
+13,185
215
$6.7M 0.09%
136,028
+11,608
216
$6.56M 0.09%
172,691
+67,312
217
$6.52M 0.09%
155,772
+7,820
218
$6.5M 0.09%
14,541
-284
219
$6.5M 0.09%
121,313
+27,726
220
$6.45M 0.09%
383,032
+59,208
221
$6.44M 0.09%
68,800
-1,351
222
$6.42M 0.09%
215,357
-2,895
223
$6.37M 0.09%
56,866
-20,917
224
$6.26M 0.08%
76,891
+7,826
225
$6.26M 0.08%
292,945
+34,828
7 8
9
10 11