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
526
$3.28M 0.03%
115,821
+6,200
527
$3.28M 0.03%
82,681
+11,374
528
$3.27M 0.03%
55,452
+4,316
529
$3.27M 0.03%
30,308
-12,808
530
$3.27M 0.03%
72,926
+49,181
531
$3.24M 0.03%
154,011
+39,222
532
$3.24M 0.03%
83,525
-67,635
533
$3.22M 0.03%
+109,394
534
$3.21M 0.03%
+90,944
535
$3.2M 0.03%
117,960
-168,205
536
$3.2M 0.03%
173,889
+6,190
537
$3.19M 0.03%
120,704
-11,107
538
$3.18M 0.03%
178,203
+70,711
539
$3.17M 0.03%
100,067
-24,208
540
$3.17M 0.03%
16,489
-283
541
$3.16M 0.03%
78,768
-13,525
542
$3.16M 0.03%
29,994
+795
543
$3.15M 0.03%
94,274
+4,882
544
$3.14M 0.03%
44,267
-3,262
545
$3.13M 0.03%
50,743
-15,709
546
$3.12M 0.03%
57,530
+4,320
547
$3.11M 0.03%
382,366
+17,627
548
$3.11M 0.03%
102,254
-4,416
549
$3.08M 0.03%
111,089
+5,281
550
$3.07M 0.03%
55,280
+877
20 21
22
23 24