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
26
$58.3M 0.56%
1,540,205
+50,395
27
$56.8M 0.54%
363,740
+11,679
28
$54.7M 0.52%
391,030
+15,793
29
$54.5M 0.52%
706,985
-36,587
30
$53.6M 0.51%
638,266
-17,096
31
$50.6M 0.48%
625,901
+6,779
32
$50M 0.48%
480,707
+42,371
33
$49.4M 0.47%
536,612
+10,046
34
$47.8M 0.46%
438,017
+199,809
35
$46.6M 0.45%
308,140
+105,728
36
$45.1M 0.43%
762,111
+38,165
37
$43.7M 0.42%
1,346,441
+253,174
38
$42.6M 0.41%
272,665
-45,060
39
$42.5M 0.41%
807,248
+68,519
40
$39.9M 0.38%
260,928
-47,117
41
$39.7M 0.38%
984,916
-94,685
42
$39.7M 0.38%
661,101
-209,721
43
$38.4M 0.37%
230,417
-10,483
44
$37.9M 0.36%
436,522
-3,462
45
$37.9M 0.36%
644,660
+8,580
46
$37.2M 0.36%
577,539
+87,848
47
$37.1M 0.36%
3,295,836
-537,852
48
$36.2M 0.35%
748,982
-35,624
49
$36.1M 0.34%
614,560
+5,540
50
$35.6M 0.34%
321,041
+22,817
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2
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