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
2026
– –
-30,000
2027
– –
-1,200
2028
– –
-13,061
2029
– –
-4,700
2030
– –
-7,087
2031
– –
-2,536
2032
– –
-1,462
2033
– –
-59,854
2034
– –
-23,552
2035
– –
-4,481
2036
– –
-3,184
2037
– –
-25,951
2038
– –
-9,125
2039
– –
-5,224
2040
– –
-21,883
2041
– –
-13,100
2042
– –
-6,031
2043
– –
-23,322
2044
– –
-11,907
2045
– –
-10,095
2046
– –
-6,865
2047
– –
-3,613
2048
– –
-6,491
2049
– –
-7,844
2050
– –
-5,256
80 81
82
83 84