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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$209K ﹤0.01%
+2,735
2027
$209K ﹤0.01%
2,748
+6
2028
$209K ﹤0.01%
5,358
-76
2029
$209K ﹤0.01%
+11,087
2030
$208K ﹤0.01%
9,915
-665
2031
$208K ﹤0.01%
11,129
+10
2032
$208K ﹤0.01%
17,115
-3,231
2033
$208K ﹤0.01%
17,429
-1,037
2034
$208K ﹤0.01%
88,600
2035
$207K ﹤0.01%
14,630
+173
2036
$207K ﹤0.01%
9,378
-906
2037
$207K ﹤0.01%
3,385
+2
2038
$206K ﹤0.01%
27,624
-13,376
2039
$205K ﹤0.01%
+4,552
2040
$205K ﹤0.01%
+11,300
2041
$205K ﹤0.01%
+2,813
2042
$204K ﹤0.01%
8,514
2043
$204K ﹤0.01%
3,311
+641
2044
$203K ﹤0.01%
33
2045
$203K ﹤0.01%
3,420
+35
2046
$202K ﹤0.01%
3,815
-1,495
2047
$202K ﹤0.01%
3,444
2048
$202K ﹤0.01%
2,753
-1,817
2049
$200K ﹤0.01%
3,822
-800
2050
$198K ﹤0.01%
115,760
80 81
82
83 84