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
426
$4.21M 0.04%
121,082
+4,381
427
$4.21M 0.04%
29,459
+3,046
428
$4.2M 0.04%
185,190
+52,005
429
$4.19M 0.04%
83,667
+61,899
430
$4.16M 0.04%
129,809
+5,649
431
$4.14M 0.04%
207,068
-3,171
432
$4.14M 0.04%
73,638
-75,368
433
$4.13M 0.04%
35,958
+3,798
434
$4.13M 0.04%
103,192
+9,808
435
$4.12M 0.04%
240,553
+23,209
436
$4.12M 0.04%
25,013
+3,962
437
$4.09M 0.04%
15,377
-559
438
$4.08M 0.04%
125,075
+180
439
$4.07M 0.04%
326,540
+29,460
440
$4.05M 0.04%
77,955
+2,226
441
$4.05M 0.04%
42,888
-13,451
442
$4.04M 0.04%
31,588
+7,317
443
$4.01M 0.04%
260,826
+1,346
444
$4.01M 0.04%
24,034
-5,090
445
$4.01M 0.04%
48,631
+6,368
446
$3.98M 0.04%
118,147
-9,883
447
$3.98M 0.04%
158,834
+52,957
448
$3.97M 0.04%
59,907
+7,426
449
$3.96M 0.04%
27,591
-1,989
450
$3.95M 0.04%
39,564
-39,080
16 17
18
19 20