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
276
$6.82M 0.07%
225,118
+25,446
277
$6.76M 0.06%
211,608
+80,105
278
$6.69M 0.06%
104,682
+84,591
279
$6.67M 0.06%
83,173
+10,314
280
$6.67M 0.06%
85,911
-523
281
$6.61M 0.06%
67,698
+8,152
282
$6.61M 0.06%
27,134
+122
283
$6.6M 0.06%
137,774
+81,807
284
$6.58M 0.06%
522,459
+133,915
285
$6.58M 0.06%
99,940
+40,442
286
$6.46M 0.06%
89,580
+47,859
287
$6.44M 0.06%
157,168
-22,287
288
$6.43M 0.06%
137,830
+6,790
289
$6.42M 0.06%
108,378
+8,654
290
$6.42M 0.06%
36,630
+15,167
291
$6.39M 0.06%
71,439
+8,187
292
$6.36M 0.06%
211,580
-16,020
293
$6.34M 0.06%
109,184
-82,819
294
$6.32M 0.06%
32,137
-1,205
295
$6.3M 0.06%
23,036
+5,698
296
$6.26M 0.06%
84,804
+20,442
297
$6.25M 0.06%
206,852
+1,966
298
$6.22M 0.06%
111,894
-3,970
299
$6.22M 0.06%
+149,602
300
$6.17M 0.06%
76,569
+50,802
10 11
12
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