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
226
$9.08M 0.09%
105,047
-225,259
227
$9.04M 0.09%
107,879
-7,800
228
$9M 0.09%
134,832
-5,139
229
$8.93M 0.09%
56,578
+25,835
230
$8.88M 0.09%
136,670
-87
231
$8.86M 0.08%
85,354
-3,466
232
$8.85M 0.08%
176,198
+82,424
233
$8.83M 0.08%
765,934
+200,513
234
$8.81M 0.08%
160,860
+9,592
235
$8.73M 0.08%
557,406
+61,727
236
$8.67M 0.08%
315,154
-28,184
237
$8.64M 0.08%
129,366
+16,235
238
$8.53M 0.08%
751,656
-327,888
239
$8.4M 0.08%
277,450
+14,240
240
$8.38M 0.08%
196,282
+26,203
241
$8.37M 0.08%
239,197
+40,753
242
$8.36M 0.08%
303,431
+1,010
243
$8.32M 0.08%
335,887
-127,778
244
$8.25M 0.08%
368,002
-33,841
245
$8.23M 0.08%
650,472
-65,160
246
$8.12M 0.08%
89,176
+4,735
247
$8.08M 0.08%
65,179
+5,005
248
$7.96M 0.08%
119,312
+14,283
249
$7.89M 0.08%
18,464
+1,696
250
$7.86M 0.08%
63,787
+36,233
8 9
10
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