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
$21.4B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,307
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$53.7M
3
+$32.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$31.7M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$27.8M

Top Sells

1
+$46.3M
2
+$38.4M
3
+$27.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$23.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.4M

Sector Composition

1 Technology 10.11%
2 Financials 4.79%
3 Consumer Discretionary 4.07%
4 Healthcare 3.88%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$536K ﹤0.01%
19,805
+706
2027
$535K ﹤0.01%
19,546
+10,948
2028
$535K ﹤0.01%
+12,491
2029
$533K ﹤0.01%
5,367
-771
2030
$533K ﹤0.01%
5,321
-420
2031
$533K ﹤0.01%
1,561
+79
2032
$532K ﹤0.01%
10,385
-3,715
2033
$532K ﹤0.01%
15,721
+1,002
2034
$531K ﹤0.01%
42,098
-10,625
2035
$531K ﹤0.01%
36,584
-11,176
2036
$530K ﹤0.01%
37,739
+4,450
2037
$528K ﹤0.01%
17,274
-3,438
2038
$527K ﹤0.01%
68,734
+7,935
2039
$524K ﹤0.01%
5,911
+1,463
2040
$524K ﹤0.01%
51,655
-8,297
2041
$523K ﹤0.01%
+19,005
2042
$523K ﹤0.01%
22,299
+1,928
2043
$522K ﹤0.01%
50,153
-4,585
2044
$522K ﹤0.01%
17,043
-453
2045
$521K ﹤0.01%
16,786
-2,219
2046
$521K ﹤0.01%
11,035
-890
2047
$519K ﹤0.01%
6,840
-46
2048
$518K ﹤0.01%
23,027
-4,544
2049
$518K ﹤0.01%
61,585
-4,208
2050
$518K ﹤0.01%
18,060
-4,651
80 81
82
83 84