We are live on ! Find out more
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
2051
– –
-14,720
2052
– –
-13,294
2053
– –
-12,893
2054
– –
-9,007
2055
– –
-26,990
2056
– –
-25,697
2057
– –
-10,181
2058
– –
-9,665
2059
– –
-17,050
2060
– –
-28,553
2061
– –
-211,777
2062
– –
-28,423
2063
– –
-26,299
2064
– –
-70,963
2065
– –
-43,080
2066
– –
-13,415
2067
– –
-6,009
2068
– –
-59,402
2069
– –
-5,689
2070
– –
-2,000
2071
– –
-111,158
2072
– –
-10,200
2073
– –
-34,600
2074
– –
-8,146
2075
– –
-18,264
81 82
83
84 85