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
26
$43.1M 0.58%
331,471
+3,676
27
$42.6M 0.57%
886,060
+119,320
28
$41M 0.55%
831,416
+41,812
29
$40.7M 0.55%
433,786
+15,928
30
$38M 0.51%
417,120
+5,779
31
$36.7M 0.49%
628,685
+378,178
32
$36.3M 0.49%
487,875
+22,918
33
$36M 0.48%
243,276
-87,120
34
$35.7M 0.48%
795,637
+224,757
35
$34.5M 0.46%
260,034
+9,473
36
$34.5M 0.46%
464,803
+59,762
37
$34.5M 0.46%
297,504
-2,038
38
$33.1M 0.45%
925,935
+97,870
39
$32.3M 0.43%
900,512
+172,880
40
$32M 0.43%
395,247
+4,683
41
$30.7M 0.41%
252,472
+64,582
42
$30.3M 0.41%
317,587
-101,817
43
$29.1M 0.39%
859,995
+13,316
44
$28.9M 0.39%
632,166
+8,754
45
$28.8M 0.39%
128,570
+10,562
46
$28.7M 0.39%
404,314
+36,278
47
$28.1M 0.38%
568,135
+8,087
48
$27.5M 0.37%
234,423
+11,375
49
$26.3M 0.35%
678,442
+99,966
50
$25.7M 0.34%
232,369
-21,241
1
2
3 4 5