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
326
$5.75M 0.06%
225,169
+62,920
327
$5.71M 0.05%
271,256
-237,452
328
$5.68M 0.05%
183,210
-42,080
329
$5.68M 0.05%
113,290
+1,769
330
$5.66M 0.05%
524,226
+137,781
331
$5.65M 0.05%
112,577
-9,483
332
$5.61M 0.05%
98,437
+377
333
$5.6M 0.05%
169,266
-122,267
334
$5.6M 0.05%
232,646
+41,229
335
$5.6M 0.05%
118,898
+58
336
$5.57M 0.05%
570,024
+11,587
337
$5.57M 0.05%
162,904
+44,570
338
$5.56M 0.05%
194,605
+2,963
339
$5.56M 0.05%
194,876
+8,507
340
$5.55M 0.05%
39,534
-4,612
341
$5.54M 0.05%
31,364
-168
342
$5.53M 0.05%
292,771
-327
343
$5.48M 0.05%
153,310
-15,810
344
$5.47M 0.05%
109,494
-10,859
345
$5.47M 0.05%
61,234
-2,281
346
$5.45M 0.05%
118,152
-69,759
347
$5.44M 0.05%
13,251
+495
348
$5.43M 0.05%
319,270
-5,310
349
$5.42M 0.05%
111,856
+50,946
350
$5.41M 0.05%
80,748
+14,904
12 13
14
15 16