Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
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
1
$381M 5.12%
1,652,245
+77,505
2
$292M 3.92%
5,329,060
+277,715
3
$158M 2.13%
626,101
+42,912
4
$143M 1.92%
3,713,164
+157,564
5
$124M 1.66%
2,267,156
+120,053
6
$111M 1.49%
1,354,037
+76,174
7
$104M 1.39%
1,297,028
+65,467
8
$99.4M 1.34%
767,555
+4,080
9
$89.1M 1.2%
2,044,430
+66,052
10
$89.1M 1.2%
354,491
+27,128
11
$83.9M 1.13%
1,932,046
+173,621
12
$78.5M 1.05%
733,104
+32,726
13
$70.7M 0.95%
485,879
+26,055
14
$57.4M 0.77%
312,849
+14,855
15
$56.7M 0.76%
827,852
+85,345
16
$53.6M 0.72%
653,390
+9,630
17
$52.8M 0.71%
1,000,201
+85,980
18
$52.5M 0.71%
554,143
+52,693
19
$50.4M 0.68%
295,047
+8,471
20
$49.9M 0.67%
588,938
+5,408
21
$47.9M 0.64%
950,898
+30,589
22
$47.7M 0.64%
2,152,329
+101,652
23
$47.4M 0.64%
1,809,439
+272,998
24
$46.4M 0.62%
1,566,864
+63,408
25
$43.7M 0.59%
525,525
+178,804
1
2 3 4 5