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
376
$4.9M 0.05%
100,185
-4,916
377
$4.88M 0.05%
93,459
+4,370
378
$4.88M 0.05%
153,663
+1,146
379
$4.88M 0.05%
80,816
+1,904
380
$4.88M 0.05%
41,648
-4,231
381
$4.85M 0.05%
187,530
-19,725
382
$4.84M 0.05%
28,566
+2,887
383
$4.81M 0.05%
63,908
+5,716
384
$4.81M 0.05%
183,410
-11,025
385
$4.8M 0.05%
103,003
+651
386
$4.8M 0.05%
80,150
+12,705
387
$4.79M 0.05%
199,586
+16,855
388
$4.78M 0.05%
56,382
+2,108
389
$4.78M 0.05%
309,693
+3,893
390
$4.77M 0.05%
92,475
-20,825
391
$4.75M 0.05%
280,840
+866
392
$4.7M 0.04%
282,887
+170,301
393
$4.7M 0.04%
137,840
-52,944
394
$4.7M 0.04%
88,277
+4,277
395
$4.69M 0.04%
101,900
+63,874
396
$4.69M 0.04%
807,269
-157,323
397
$4.68M 0.04%
251,085
+33,150
398
$4.59M 0.04%
92,347
+73,028
399
$4.55M 0.04%
96,637
+6,836
400
$4.54M 0.04%
113,491
-7,229
14 15
16
17 18