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
$10.4B
AUM Growth
-$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,568
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$48M
3
+$44.7M
4
BND icon
Vanguard Total Bond Market
BND
+$37.2M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$28.1M

Top Sells

1
+$79.5M
2
+$25.5M
3
+$23.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$18.1M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$16.6M

Sector Composition

1 Technology 7.96%
2 Healthcare 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$160K ﹤0.01%
10,650
-7,605
2002
$160K ﹤0.01%
12,336
-100
2003
$159K ﹤0.01%
20,199
+3,323
2004
$159K ﹤0.01%
22,897
2005
$159K ﹤0.01%
69,601
-39,723
2006
$158K ﹤0.01%
10,250
2007
$156K ﹤0.01%
20,887
-2,374
2008
$156K ﹤0.01%
51,058
+10,407
2009
$155K ﹤0.01%
12,419
-1,976
2010
$155K ﹤0.01%
13,383
-16,532
2011
$155K ﹤0.01%
12,330
-1,505
2012
$154K ﹤0.01%
3,072
-3,092
2013
$154K ﹤0.01%
21,291
+5,778
2014
$153K ﹤0.01%
17,918
+1,133
2015
$152K ﹤0.01%
+10,500
2016
$152K ﹤0.01%
18,700
-2,185
2017
$152K ﹤0.01%
+36,815
2018
$151K ﹤0.01%
13,305
-750
2019
$151K ﹤0.01%
20,875
-734
2020
$150K ﹤0.01%
12,583
-12,890
2021
$150K ﹤0.01%
+12,159
2022
$149K ﹤0.01%
10,850
-938
2023
$149K ﹤0.01%
29,840
-4,661
2024
$149K ﹤0.01%
31,451
-1,305
2025
$147K ﹤0.01%
29,905
-3,705
79 80
81
82 83