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
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$32.5M
3
+$32.2M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$22.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$22.2M

Top Sells

1
+$22.5M
2
+$13.9M
3
+$13.1M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.3M

Sector Composition

1 Technology 6.93%
2 Financials 4.9%
3 Healthcare 4.19%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$252K ﹤0.01%
5,447
-512
2027
$251K ﹤0.01%
+9,767
2028
$251K ﹤0.01%
+4,552
2029
$251K ﹤0.01%
3,477
+1,168
2030
$251K ﹤0.01%
30,045
+7,125
2031
$251K ﹤0.01%
1,001
+9
2032
$250K ﹤0.01%
6,894
-242
2033
$250K ﹤0.01%
4,677
+129
2034
$250K ﹤0.01%
40,863
+3,867
2035
$250K ﹤0.01%
16,423
2036
$249K ﹤0.01%
4,846
+409
2037
$249K ﹤0.01%
2,758
-530
2038
$249K ﹤0.01%
16,785
+2,631
2039
$249K ﹤0.01%
+5,779
2040
$249K ﹤0.01%
1,613
-57
2041
$248K ﹤0.01%
+7,742
2042
$248K ﹤0.01%
510
-1
2043
$248K ﹤0.01%
8,472
+100
2044
$248K ﹤0.01%
5,768
-85
2045
$248K ﹤0.01%
6,523
2046
$248K ﹤0.01%
21,609
-16,379
2047
$247K ﹤0.01%
+5,567
2048
$247K ﹤0.01%
8,959
-77,498
2049
$247K ﹤0.01%
5,299
+152
2050
$246K ﹤0.01%
4,390
-1,136
80 81
82
83 84