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
2051
– –
-10,609
2052
– –
-53,176
2053
– –
-9,580
2054
– –
-24,560
2055
– –
-1,732
2056
– –
-16,351
2057
– –
-11,344
2058
– –
-24,766
2059
– –
-5,453
2060
– –
-24,202
2061
– –
-21,272
2062
– –
-10,276
2063
– –
-8,825
2064
– –
-21,933
2065
– –
-10,552
2066
– –
-15,415
2067
– –
-32,698
2068
– –
-4,486
2069
– –
-4,127
2070
– –
-3,987
2071
– –
-3,590
2072
– –
-17,027
2073
– –
-6,691
2074
– –
-12,515
2075
– –
-8,648
81 82
83
84 85