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
$10.4B
AUM Growth
-$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,568
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$48M
3
+$44.7M
4
BND icon
Vanguard Total Bond Market
BND
+$37.2M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$28.1M

Top Sells

1
+$79.5M
2
+$25.5M
3
+$23.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$18.1M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$16.6M

Sector Composition

1 Technology 7.96%
2 Healthcare 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$146K ﹤0.01%
11,178
+1,181
2027
$145K ﹤0.01%
19,531
-10,507
2028
$145K ﹤0.01%
21,062
+2,026
2029
$145K ﹤0.01%
14,145
+1,418
2030
$142K ﹤0.01%
+12,242
2031
$142K ﹤0.01%
20,657
+1,366
2032
$142K ﹤0.01%
15,135
2033
$142K ﹤0.01%
16,518
-12,550
2034
$141K ﹤0.01%
+19,000
2035
$141K ﹤0.01%
25,054
-1,088
2036
$141K ﹤0.01%
25,436
+57
2037
$141K ﹤0.01%
+22,062
2038
$140K ﹤0.01%
18,892
-133
2039
$140K ﹤0.01%
10,126
-3
2040
$140K ﹤0.01%
11,449
+15
2041
$139K ﹤0.01%
38,428
+12,315
2042
$139K ﹤0.01%
11,929
-1,500
2043
$139K ﹤0.01%
10,907
+660
2044
$138K ﹤0.01%
10,318
-16,054
2045
$138K ﹤0.01%
14,374
+4,224
2046
$137K ﹤0.01%
15,932
-479
2047
$137K ﹤0.01%
12,768
+1,800
2048
$136K ﹤0.01%
27,164
-6,483
2049
$136K ﹤0.01%
285
-55
2050
$136K ﹤0.01%
15,963
-3,956
80 81
82
83 84