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
$10.5B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,407
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$29.2M
3
+$24.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
BND icon
Vanguard Total Bond Market
BND
+$20.7M

Top Sells

1
+$58.2M
2
+$33M
3
+$24.3M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19.5M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$14.3M

Sector Composition

1 Technology 6.32%
2 Financials 4.91%
3 Healthcare 4.23%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$220K ﹤0.01%
2,333
-616
2002
$220K ﹤0.01%
+4,609
2003
$219K ﹤0.01%
+4,038
2004
$219K ﹤0.01%
7,596
-88
2005
$219K ﹤0.01%
+6,561
2006
$219K ﹤0.01%
+24,600
2007
$219K ﹤0.01%
46,265
-176
2008
$219K ﹤0.01%
+1,934
2009
$219K ﹤0.01%
18,054
+522
2010
$218K ﹤0.01%
1,715
-301
2011
$218K ﹤0.01%
+10,746
2012
$218K ﹤0.01%
+42,790
2013
$218K ﹤0.01%
+19,945
2014
$217K ﹤0.01%
+2,856
2015
$217K ﹤0.01%
+7,017
2016
$216K ﹤0.01%
+4,742
2017
$216K ﹤0.01%
26,986
+6,255
2018
$216K ﹤0.01%
5,001
2019
$216K ﹤0.01%
+8,117
2020
$216K ﹤0.01%
8,640
-1,500
2021
$215K ﹤0.01%
2,158
2022
$215K ﹤0.01%
875
-272
2023
$215K ﹤0.01%
10,759
-481
2024
$215K ﹤0.01%
+3,333
2025
$214K ﹤0.01%
7,933
-1,951
79 80
81
82 83