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 5.26%
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
2026
– –
-5,224
2027
– –
-21,883
2028
– –
-13,100
2029
– –
-6,031
2030
– –
-23,322
2031
– –
-11,907
2032
– –
-10,095
2033
– –
-6,865
2034
– –
-3,613
2035
– –
-6,491
2036
– –
-7,844
2037
– –
-5,256
2038
– –
-10,609
2039
– –
-53,176
2040
– –
-9,580
2041
– –
-24,560
2042
– –
-1,732
2043
– –
-16,351
2044
– –
-11,344
2045
– –
-24,766
2046
– –
-5,453
2047
– –
-24,202
2048
– –
-21,272
2049
– –
-10,276
2050
– –
-8,825
80 81
82
83 84