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
2026
$214K ﹤0.01%
+1,960
2027
$213K ﹤0.01%
4,609
-22,677
2028
$213K ﹤0.01%
2,712
+261
2029
$213K ﹤0.01%
+8,810
2030
$213K ﹤0.01%
47,948
+1,799
2031
$212K ﹤0.01%
+3,000
2032
$212K ﹤0.01%
12,999
-2,099
2033
$211K ﹤0.01%
10,748
+36
2034
$211K ﹤0.01%
+10,352
2035
$211K ﹤0.01%
11,388
-880
2036
$211K ﹤0.01%
+9,667
2037
$211K ﹤0.01%
+5,443
2038
$210K ﹤0.01%
30,516
+3,947
2039
$210K ﹤0.01%
+7,419
2040
$210K ﹤0.01%
11,719
-173
2041
$210K ﹤0.01%
15,826
+13
2042
$209K ﹤0.01%
11,152
+11
2043
$209K ﹤0.01%
+1,564
2044
$208K ﹤0.01%
7,222
-2,961
2045
$208K ﹤0.01%
+3,819
2046
$207K ﹤0.01%
64,465
-2,060
2047
$207K ﹤0.01%
14,976
+142
2048
$207K ﹤0.01%
+1,594
2049
$206K ﹤0.01%
+3,240
2050
$206K ﹤0.01%
11,077
-13,607
80 81
82
83 84