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
101
$14.8M 0.2%
242,322
+9,937
102
$14.8M 0.2%
161,917
-3,298
103
$14.7M 0.2%
326,825
-1,143
104
$14.7M 0.2%
117,582
-55,553
105
$14.7M 0.2%
1,223,882
+15,444
106
$14.5M 0.2%
92,715
+5,577
107
$14.4M 0.19%
863,841
+163,335
108
$14.3M 0.19%
76,794
+3,935
109
$14M 0.19%
537,972
+48,324
110
$14M 0.19%
109,596
-16,954
111
$13.9M 0.19%
48,407
-6,770
112
$13.7M 0.18%
114,325
+314
113
$13.7M 0.18%
879,318
+193,572
114
$13.7M 0.18%
213,153
+104,921
115
$13.6M 0.18%
142,090
+114,630
116
$13.5M 0.18%
249,881
+58,490
117
$13.4M 0.18%
163,792
+695
118
$13.3M 0.18%
324,045
+6,056
119
$13.1M 0.18%
105,187
+13,184
120
$13.1M 0.18%
376,555
+21,869
121
$12.5M 0.17%
149,240
+6,966
122
$12.5M 0.17%
225,203
+2,111
123
$12.3M 0.17%
207,044
+16,757
124
$12.2M 0.16%
80,297
+11,954
125
$12M 0.16%
188,137
+12,737
3 4
5
6 7