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
51
$25.2M 0.34%
256,059
+12,744
52
$24.8M 0.33%
325,246
-5,776
53
$24.4M 0.33%
384,997
-14,374
54
$24.1M 0.32%
229,059
+37,098
55
$23.4M 0.31%
165,449
-7,308
56
$23.2M 0.31%
476,900
+18,060
57
$23M 0.31%
1,527,102
+248,139
58
$22.9M 0.31%
477,140
+27,540
59
$22.8M 0.31%
1,101,697
-215,568
60
$21.8M 0.29%
1,084,961
+116,829
61
$21.5M 0.29%
408,185
-6,733
62
$21.3M 0.29%
223,074
+10,182
63
$21.3M 0.29%
179,632
+10,884
64
$21.1M 0.28%
382,285
+20,084
65
$21M 0.28%
182,062
+3,702
66
$20.7M 0.28%
624,087
+19,922
67
$20.6M 0.28%
813,934
+19,341
68
$20.6M 0.28%
692,358
+57,808
69
$20.3M 0.27%
124,343
+10,946
70
$20.1M 0.27%
160,946
-7,271
71
$20.1M 0.27%
594,782
+7,445
72
$20.1M 0.27%
250,612
-4,370
73
$19.7M 0.26%
210,543
-14,037
74
$19.3M 0.26%
109,976
+3,532
75
$18.6M 0.25%
132,929
+53,228
1 2
3
4 5