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
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.51%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$135K ﹤0.01%
14,677
-459
2027
$134K ﹤0.01%
11,864
-4,702
2028
$131K ﹤0.01%
12,016
-3,093
2029
$129K ﹤0.01%
16,760
+219
2030
$129K ﹤0.01%
12,159
-3,765
2031
$128K ﹤0.01%
12,256
2032
$127K ﹤0.01%
15,579
-1,019
2033
$126K ﹤0.01%
15,999
+1,174
2034
$126K ﹤0.01%
11,485
2035
$126K ﹤0.01%
2,288
-378
2036
$124K ﹤0.01%
15,557
+5,478
2037
$123K ﹤0.01%
18,629
-2,575
2038
$122K ﹤0.01%
16,325
2039
$120K ﹤0.01%
+10,545
2040
$118K ﹤0.01%
10,400
2041
$118K ﹤0.01%
15,948
2042
$115K ﹤0.01%
5,268
-1,890
2043
$114K ﹤0.01%
9,678
+305
2044
$113K ﹤0.01%
42,567
+446
2045
$110K ﹤0.01%
2,028
-393
2046
$108K ﹤0.01%
11,321
-8,510
2047
$107K ﹤0.01%
10,256
-518
2048
$106K ﹤0.01%
2,684
-4,859
2049
$105K ﹤0.01%
+10,547
2050
$103K ﹤0.01%
+11,353
80 81
82
83 84