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
351
$5.38M 0.05%
73,464
+15,946
352
$5.21M 0.05%
41,604
-106
353
$5.18M 0.05%
28,567
+2,422
354
$5.18M 0.05%
142,820
+10,576
355
$5.16M 0.05%
+399,352
356
$5.14M 0.05%
454,677
+13,370
357
$5.11M 0.05%
229,788
-26,752
358
$5.1M 0.05%
367,077
+30,155
359
$5.09M 0.05%
135,712
-7,081
360
$5.08M 0.05%
201,293
+110,508
361
$5.07M 0.05%
101,975
+16,073
362
$5.06M 0.05%
120,837
+2,629
363
$5.05M 0.05%
126,926
+49,248
364
$5.05M 0.05%
205,217
+20,451
365
$5.04M 0.05%
125,993
+6,131
366
$5.02M 0.05%
80,185
+10,180
367
$4.98M 0.05%
136,080
+13,625
368
$4.98M 0.05%
70,464
+30,552
369
$4.96M 0.05%
90,527
+6,276
370
$4.96M 0.05%
72,473
+6,483
371
$4.96M 0.05%
31,043
+1,134
372
$4.94M 0.05%
49,287
-6,679
373
$4.93M 0.05%
176,052
-21,083
374
$4.92M 0.05%
102,846
+23,955
375
$4.91M 0.05%
62,092
+9,176
13 14
15
16 17