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
551
$3.06M 0.03%
105,377
+37,348
552
$3.05M 0.03%
59,088
+11
553
$3.05M 0.03%
17,678
-2,205
554
$3.05M 0.03%
108,147
+65,804
555
$3.04M 0.03%
169,940
-11,400
556
$3.04M 0.03%
154,752
+21,280
557
$3.04M 0.03%
60,285
+345
558
$3.04M 0.03%
81,825
+18,412
559
$3.04M 0.03%
48,422
-13,232
560
$3.03M 0.03%
2,789
+974
561
$3.02M 0.03%
49,552
+17,880
562
$3.02M 0.03%
63,822
-254
563
$3.02M 0.03%
+100,675
564
$3.01M 0.03%
20,559
-70
565
$3M 0.03%
98,857
+49,891
566
$2.99M 0.03%
110,147
+100,445
567
$2.98M 0.03%
105,298
-5,314
568
$2.97M 0.03%
53,925
-708
569
$2.94M 0.03%
113,351
+5,288
570
$2.93M 0.03%
162,965
+22,809
571
$2.92M 0.03%
51,800
+20,525
572
$2.9M 0.03%
39,676
+10,529
573
$2.9M 0.03%
44,887
+4,863
574
$2.88M 0.03%
701,368
+683,387
575
$2.87M 0.03%
84,814
-98,355
21 22
23
24 25