Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. (CIRA) is a large independent Registered Investment Adviser (RIA) headquartered in Fairfield, Iowa. Founded in 2005, CIRA is a subsidiary of Cambridge Investment Group, Inc., majority owned by the Schwartz Family Trust. CIRA provides investment advisory services across all 50 U.S. states, employing over 3,300 professionals and serving a broad individual client base, including both high net worth and retail clients. CIRA works closely with independent financial professionals, some of whom are also licensed with its affiliated broker-dealer, Cambridge Investment Research, Inc.
Investment Strategy
Cambridge Investment Research Advisors, Inc. offers a wide range of investment advisory services through a network of licensed financial professionals. The firm's approach is centered on individualized, client-driven portfolio management and financial planning. Investment strategies span equities, fixed income, ETFs, and mutual funds, tailored to each client's unique risk tolerance, investment goals, and time horizon. CIRA emphasizes independence, allowing financial professionals flexibility in portfolio design and product selection, often acting in a fiduciary capacity to align with the best interests of clients. The firm manages assets for retail investors, high net worth individuals, charitable organizations, pension plans, and some institutional clients, with a significant portion of assets held in discretionary accounts.
Top Holdings
Equity Positions (3,466)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 3.18% | $1.05B | 1,840,341 | $288.65 | $568.03 | +$120.8M |
A AAPL | APPLE | 2.69% | $884.9M | 4,312,995 | $51.32 | $205.17 | -$78.9M |
N NVDA | NVIDIA CORPORATION | 2.66% | $874.3M | 5,533,945 | $14.06 | $157.99 | +$271.0M |
Q QQQ | INVESCO QQQ TR UNIT SER | 2.22% | $729.3M | 1,322,019 | $307.09 | $551.64 | +$99.6M |
V VTI | VANGUARD INDEX FDS | 1.89% | $620.1M | 2,040,362 | $189.80 | $303.93 | +$68.3M |