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
301
$6.15M 0.06%
166,907
-125
302
$6.15M 0.06%
262,465
-21,519
303
$6.13M 0.06%
31,105
+2,690
304
$6.13M 0.06%
179,184
-3,344
305
$6.1M 0.06%
122,263
-2,966
306
$6.08M 0.06%
122,022
+12,136
307
$6.08M 0.06%
126,064
+12,497
308
$6.06M 0.06%
97,427
-2,134
309
$6.05M 0.06%
32,401
+1,620
310
$6.04M 0.06%
83,400
+61,748
311
$6.03M 0.06%
310,130
+31,151
312
$6M 0.06%
34,095
+1,342
313
$6M 0.06%
87,486
+62
314
$5.98M 0.06%
63,498
+4,608
315
$5.95M 0.06%
42,450
-4,345
316
$5.93M 0.06%
93,806
-45,245
317
$5.91M 0.06%
55,626
+35,112
318
$5.86M 0.06%
135,960
+8,125
319
$5.84M 0.06%
583,783
+72,133
320
$5.84M 0.06%
103,167
+78,620
321
$5.81M 0.06%
48,491
+286
322
$5.79M 0.06%
179,903
+18,890
323
$5.79M 0.06%
26,600
+11,705
324
$5.79M 0.06%
36,235
-10
325
$5.77M 0.06%
139,621
+16,881
11 12
13
14 15