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
476
$3.7M 0.04%
31,591
-12
477
$3.69M 0.04%
140,104
+10,906
478
$3.69M 0.04%
93,721
+7,359
479
$3.68M 0.04%
188,751
+79,577
480
$3.68M 0.04%
27,477
-901
481
$3.67M 0.04%
64,696
+29,501
482
$3.64M 0.03%
83,126
+23,883
483
$3.63M 0.03%
245,198
-2,069
484
$3.63M 0.03%
42,270
+2,351
485
$3.63M 0.03%
194,944
-53,000
486
$3.63M 0.03%
72,246
+5,760
487
$3.62M 0.03%
78,275
+7,380
488
$3.62M 0.03%
195,732
+185,310
489
$3.61M 0.03%
22,964
-3,873
490
$3.61M 0.03%
109,819
+17,665
491
$3.61M 0.03%
56,581
-91,496
492
$3.6M 0.03%
44,945
+4,571
493
$3.59M 0.03%
283,446
+36,990
494
$3.55M 0.03%
25,899
-28,257
495
$3.53M 0.03%
+16,326
496
$3.52M 0.03%
104,082
+96,729
497
$3.52M 0.03%
42,977
+5,894
498
$3.5M 0.03%
32,066
+143
499
$3.5M 0.03%
24,340
+2,351
500
$3.5M 0.03%
101,165
+14,512
18 19
20
21 22