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
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$84M
3
+$44M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$27.8M

Top Sells

1
+$30.6M
2
+$26.3M
3
+$24.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$22.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.24%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$348K ﹤0.01%
53,217
-1,864
2027
$348K ﹤0.01%
2,560
-386
2028
$348K ﹤0.01%
2,720
-1,018
2029
$348K ﹤0.01%
24,083
-766
2030
$347K ﹤0.01%
54,275
+25,850
2031
$346K ﹤0.01%
30,219
+851
2032
$346K ﹤0.01%
32,231
-7,407
2033
$345K ﹤0.01%
+27,446
2034
$344K ﹤0.01%
14,652
+2,802
2035
$344K ﹤0.01%
+4,618
2036
$344K ﹤0.01%
24,168
+2,580
2037
$342K ﹤0.01%
11,395
+1,265
2038
$341K ﹤0.01%
43,065
2039
$341K ﹤0.01%
9,253
-526
2040
$339K ﹤0.01%
2,605
+112
2041
$339K ﹤0.01%
2,614
-4,821
2042
$338K ﹤0.01%
661
+99
2043
$338K ﹤0.01%
11,192
-7,652
2044
$338K ﹤0.01%
56,300
+23,700
2045
$338K ﹤0.01%
+2,385
2046
$338K ﹤0.01%
13,846
+3,499
2047
$338K ﹤0.01%
7,871
+1,598
2048
$338K ﹤0.01%
22,862
+9,149
2049
$337K ﹤0.01%
11,541
+1,047
2050
$337K ﹤0.01%
19,659
-2,626
80 81
82
83 84