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
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$48.6M
3
+$32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.8M

Top Sells

1
+$28.2M
2
+$26.4M
3
+$20.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.1M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$18.2M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$805K ﹤0.01%
14,780
+271
2027
$805K ﹤0.01%
79,076
+23,166
2028
$805K ﹤0.01%
33,999
-40,342
2029
$804K ﹤0.01%
62,389
-3,071
2030
$804K ﹤0.01%
7,190
-187
2031
$803K ﹤0.01%
26,748
+1,006
2032
$802K ﹤0.01%
4,090
+217
2033
$802K ﹤0.01%
33,988
2034
$801K ﹤0.01%
554,400
+465,500
2035
$801K ﹤0.01%
27,023
+2,799
2036
$800K ﹤0.01%
48,164
+209
2037
$799K ﹤0.01%
1,480
+48
2038
$799K ﹤0.01%
6,918
+3,409
2039
$797K ﹤0.01%
32,564
+6,272
2040
$797K ﹤0.01%
10,048
+6,479
2041
$797K ﹤0.01%
11,055
-1,422
2042
$794K ﹤0.01%
26,133
-3,619
2043
$794K ﹤0.01%
8,886
-43
2044
$793K ﹤0.01%
6,030
+540
2045
$792K ﹤0.01%
31,300
+2,185
2046
$792K ﹤0.01%
16,289
+912
2047
$789K ﹤0.01%
13,462
-202
2048
$788K ﹤0.01%
84,385
+15,570
2049
$788K ﹤0.01%
8,834
+160
2050
$782K ﹤0.01%
62,180
+11,412
80 81
82
83 84