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
401
$4.52M 0.04%
126,471
+7,993
402
$4.51M 0.04%
123,971
+45,703
403
$4.5M 0.04%
124,347
+23,909
404
$4.5M 0.04%
64,418
+5,419
405
$4.49M 0.04%
31,306
+5,097
406
$4.49M 0.04%
157,560
+80,184
407
$4.47M 0.04%
120,473
+772
408
$4.45M 0.04%
313,839
+40,255
409
$4.43M 0.04%
82,147
+64,330
410
$4.42M 0.04%
96,262
+49,716
411
$4.38M 0.04%
133,339
+66,451
412
$4.36M 0.04%
35,077
-1,487
413
$4.34M 0.04%
54,308
+3,095
414
$4.34M 0.04%
135,680
+1,952
415
$4.33M 0.04%
28,730
+4,103
416
$4.31M 0.04%
22,647
+420
417
$4.31M 0.04%
190,206
-26,485
418
$4.3M 0.04%
15,966
-163
419
$4.3M 0.04%
38,026
+32,277
420
$4.28M 0.04%
81,126
-111,902
421
$4.28M 0.04%
133,044
+1,811
422
$4.26M 0.04%
26,548
+423
423
$4.25M 0.04%
73,697
+7,059
424
$4.24M 0.04%
107,120
+44,355
425
$4.23M 0.04%
12,073,080
15 16
17
18 19