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
76
$18.5M 0.25%
125,797
-9,790
77
$18.4M 0.25%
4,127,520
+338,240
78
$18M 0.24%
201,974
+50,482
79
$17.9M 0.24%
129,439
-35,550
80
$17.9M 0.24%
160,936
+5,522
81
$17.8M 0.24%
147,127
+25,002
82
$17.7M 0.24%
683,464
+82,442
83
$17.5M 0.24%
460,551
+31,366
84
$17.3M 0.23%
515,334
-4,265
85
$17.3M 0.23%
124,530
+2,589
86
$17.2M 0.23%
298,155
+4,454
87
$17.1M 0.23%
214,613
+196,120
88
$17M 0.23%
170,049
-8,990
89
$16.8M 0.23%
147,554
-2,520
90
$16.7M 0.22%
639,272
+107,032
91
$16.4M 0.22%
978,438
+197,268
92
$16.3M 0.22%
182,986
-13,252
93
$16.1M 0.22%
63,445
+1,553
94
$15.9M 0.21%
314,628
+191,528
95
$15.7M 0.21%
193,571
+4,028
96
$15.7M 0.21%
177,994
+12,336
97
$15.3M 0.21%
137,492
+8,151
98
$15.2M 0.2%
138,404
-9,769
99
$15M 0.2%
98,443
+26,389
100
$14.9M 0.2%
292,235
+217,862
2 3
4
5 6