Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$21.5M
2
+$17.6M
3
+$15.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.9M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$14.9M

Top Sells

1
+$16.3M
2
+$12.3M
3
+$9.53M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.09M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.75M

Sector Composition

1 Technology 5.25%
2 Financials 4.88%
3 Healthcare 4.37%
4 Industrials 4.06%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$17K ﹤0.01%
+14,500
1977
$17K ﹤0.01%
16,667
-2,582
1978
– –
0
1979
$16K ﹤0.01%
310
1980
$16K ﹤0.01%
19,855
1981
$16K ﹤0.01%
20,000
1982
$14K ﹤0.01%
1,638
-3
1983
$12K ﹤0.01%
48
1984
– –
0
1985
$3K ﹤0.01%
11,622
1986
– –
-7,490
1987
– –
-11,262
1988
– –
-18,653
1989
– –
-6,669
1990
– –
-10,671
1991
– –
-8,134
1992
– –
-211,777
1993
– –
-28,423
1994
– –
-26,299
1995
– –
-70,963
1996
– –
-43,080
1997
– –
-13,415
1998
– –
-6,009
1999
– –
-59,402
2000
– –
-4,052
78 79
80
81 82