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 5.25%
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
2001
– –
-5,564
2002
– –
-7,086
2003
– –
-4,767
2004
– –
-13,354
2005
– –
-5,573
2006
– –
-10,786
2007
– –
-2,814
2008
– –
-263,201
2009
– –
-35,679
2010
– –
-22,203
2011
– –
-9,238
2012
– –
-3,517
2013
– –
-5,366
2014
– –
-30,000
2015
– –
-1,200
2016
– –
-13,061
2017
– –
-4,700
2018
– –
-7,087
2019
– –
-2,536
2020
– –
-1,462
2021
– –
-59,854
2022
– –
-23,552
2023
– –
-3,184
2024
– –
-25,951
2025
– –
-9,125
79 80
81
82 83