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
$20.3B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,276
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$32M
3
+$29.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$21.2M

Top Sells

1
+$88M
2
+$75.9M
3
+$50.6M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$48.5M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$45.3M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 4.97%
3 Financials 4.85%
4 Healthcare 3.87%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$520K ﹤0.01%
13,100
-865
2027
$520K ﹤0.01%
+4,630
2028
$518K ﹤0.01%
46,226
-1,468
2029
$518K ﹤0.01%
7,156
-280
2030
$516K ﹤0.01%
38,167
-152
2031
$514K ﹤0.01%
17,081
+2,580
2032
$513K ﹤0.01%
71,350
+38,205
2033
$513K ﹤0.01%
27,403
+7,385
2034
$513K ﹤0.01%
22,132
+3,435
2035
$513K ﹤0.01%
6,790
-1,549
2036
$511K ﹤0.01%
9,944
-241
2037
$511K ﹤0.01%
14,950
+2,618
2038
$510K ﹤0.01%
19,224
+4,092
2039
$508K ﹤0.01%
1,228
+78
2040
$508K ﹤0.01%
10,436
-173
2041
$507K ﹤0.01%
+6,288
2042
$506K ﹤0.01%
9,851
+839
2043
$506K ﹤0.01%
16,260
-8,253
2044
$506K ﹤0.01%
2,862
+515
2045
$506K ﹤0.01%
7,049
2046
$505K ﹤0.01%
48,116
-1,199
2047
$505K ﹤0.01%
21,312
+2,525
2048
$504K ﹤0.01%
8,240
-113
2049
$504K ﹤0.01%
20,186
-6,688
2050
$504K ﹤0.01%
14,088
+1,017
80 81
82
83 84