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
501
$3.49M 0.03%
165,969
+147,405
502
$3.47M 0.03%
40,938
+6,625
503
$3.47M 0.03%
27,336
+2,010
504
$3.46M 0.03%
384,416
-114,790
505
$3.45M 0.03%
140,395
+5,347
506
$3.42M 0.03%
30,270
-1,411
507
$3.41M 0.03%
68,567
+297
508
$3.4M 0.03%
88,634
+1,141
509
$3.4M 0.03%
+253,284
510
$3.4M 0.03%
141,295
+825
511
$3.38M 0.03%
140,204
-4,321
512
$3.38M 0.03%
97,903
+26,600
513
$3.38M 0.03%
65,163
+7,748
514
$3.36M 0.03%
128,380
-4,664
515
$3.35M 0.03%
223,218
-804
516
$3.34M 0.03%
108,217
-36,502
517
$3.34M 0.03%
135,003
+3,944
518
$3.33M 0.03%
43,438
+2,668
519
$3.32M 0.03%
57,548
+53,336
520
$3.32M 0.03%
64,597
-1,520
521
$3.31M 0.03%
54,164
+35,929
522
$3.31M 0.03%
86,839
+10,577
523
$3.3M 0.03%
60,698
-590
524
$3.3M 0.03%
51,605
+1,757
525
$3.3M 0.03%
69,228
-2,928
19 20
21
22 23