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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-10,609
2027
– –
-53,176
2028
– –
-9,580
2029
– –
-24,560
2030
– –
-1,732
2031
– –
-16,351
2032
– –
-11,344
2033
– –
-24,766
2034
– –
-5,453
2035
– –
-24,202
2036
– –
-21,272
2037
– –
-10,276
2038
– –
-8,825
2039
– –
-21,933
2040
– –
-10,671
2041
– –
-8,134
2042
– –
-10,552
2043
– –
-15,415
2044
– –
-32,698
2045
– –
-4,486
2046
– –
-17,027
2047
– –
-6,691
2048
– –
-12,515
2049
– –
-3,949
2050
– –
-6,620
80 81
82
83 84