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
451
$3.94M 0.04%
81,036
+3,866
452
$3.94M 0.04%
124,147
+2,936
453
$3.93M 0.04%
210,504
-36,655
454
$3.92M 0.04%
37,105
+7,764
455
$3.91M 0.04%
89,149
+18,846
456
$3.9M 0.04%
43,379
+38,490
457
$3.88M 0.04%
31,670
+2,945
458
$3.88M 0.04%
140,630
+11,709
459
$3.87M 0.04%
116,825
+17,122
460
$3.86M 0.04%
+99,692
461
$3.85M 0.04%
+46,510
462
$3.83M 0.04%
133,327
-9,443
463
$3.82M 0.04%
226,088
+181,803
464
$3.82M 0.04%
172,503
-28,323
465
$3.82M 0.04%
102,652
+4,086
466
$3.77M 0.04%
138,020
-4,452
467
$3.75M 0.04%
62,939
-1,460
468
$3.75M 0.04%
58,325
+53,025
469
$3.74M 0.04%
116,067
-23,790
470
$3.74M 0.04%
58,659
+4,209
471
$3.74M 0.04%
35,421
-33,211
472
$3.73M 0.04%
31,651
-923
473
$3.71M 0.04%
41,019
+2,083
474
$3.71M 0.04%
81,518
-846
475
$3.7M 0.04%
135,605
+127,674
17 18
19
20 21