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
251
$7.7M 0.07%
89,376
+36,624
252
$7.66M 0.07%
199,946
+75,844
253
$7.55M 0.07%
108,814
+67,903
254
$7.55M 0.07%
302,598
+24,066
255
$7.55M 0.07%
71,145
+2,237
256
$7.45M 0.07%
255,870
+26,006
257
$7.43M 0.07%
97,210
-1,827
258
$7.42M 0.07%
349,732
-159,929
259
$7.39M 0.07%
222,318
+96,842
260
$7.39M 0.07%
114,444
+10,085
261
$7.37M 0.07%
293,800
-45,404
262
$7.36M 0.07%
133,107
-7,843
263
$7.28M 0.07%
86,467
+11,523
264
$7.26M 0.07%
129,438
+11,229
265
$7.26M 0.07%
319,661
+23,429
266
$7.25M 0.07%
149,490
-5,313
267
$7.21M 0.07%
25,116
+14,819
268
$7.14M 0.07%
135,257
+4,527
269
$7.14M 0.07%
77,794
+9,234
270
$7.14M 0.07%
95,155
+10,092
271
$7.11M 0.07%
80,565
+1,750
272
$7.08M 0.07%
43,039
+17,303
273
$7.04M 0.07%
44,039
-651
274
$6.93M 0.07%
79,824
+17,117
275
$6.93M 0.07%
148,866
+31,021
9 10
11
12 13