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
$9.04B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$49.9M
3
+$34.7M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.9M

Top Sells

1
+$30.3M
2
+$29.8M
3
+$22.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$20.8M

Sector Composition

1 Technology 5.77%
2 Financials 4.93%
3 Healthcare 4.61%
4 Consumer Discretionary 3.54%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$107K ﹤0.01%
31
-2
2027
$107K ﹤0.01%
11,215
-3,523
2028
$106K ﹤0.01%
11,449
-3,214
2029
$102K ﹤0.01%
40,017
-26,066
2030
$102K ﹤0.01%
10,292
+134
2031
$101K ﹤0.01%
7,119
-62
2032
$100K ﹤0.01%
+20,688
2033
$99K ﹤0.01%
18,625
-6,783
2034
$98K ﹤0.01%
16,236
-6,127
2035
$97K ﹤0.01%
11,316
+80
2036
$97K ﹤0.01%
11,771
+137
2037
$97K ﹤0.01%
358,277
+338,655
2038
$96K ﹤0.01%
+15,040
2039
$95K ﹤0.01%
13,144
-8,261
2040
$95K ﹤0.01%
89,100
+500
2041
$94K ﹤0.01%
12,073
-1,245
2042
$94K ﹤0.01%
26,274
+6,610
2043
$93K ﹤0.01%
+10,442
2044
$92K ﹤0.01%
+11,044
2045
$90K ﹤0.01%
+12,986
2046
$90K ﹤0.01%
3,050
-440
2047
$88K ﹤0.01%
17,758
-9,199
2048
$88K ﹤0.01%
+12,000
2049
$88K ﹤0.01%
16,865
+2,779
2050
$86K ﹤0.01%
1,744
-319
80 81
82
83 84