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
576
$2.87M 0.03%
272,416
+27,472
577
$2.86M 0.03%
48,961
-7,427
578
$2.85M 0.03%
37,584
+2,902
579
$2.84M 0.03%
48,734
+21,942
580
$2.84M 0.03%
66,336
+5,412
581
$2.83M 0.03%
54,597
-282
582
$2.82M 0.03%
85,844
+11,330
583
$2.82M 0.03%
73,986
+13,674
584
$2.81M 0.03%
77,954
+17,074
585
$2.81M 0.03%
76,950
-56,061
586
$2.79M 0.03%
50,993
-12,726
587
$2.78M 0.03%
+44,025
588
$2.78M 0.03%
43,721
+18,146
589
$2.77M 0.03%
21,554
-4,042
590
$2.77M 0.03%
96,578
-4
591
$2.76M 0.03%
+68,411
592
$2.75M 0.03%
221,691
+102,677
593
$2.74M 0.03%
17,746
+18
594
$2.74M 0.03%
77,233
+7,342
595
$2.73M 0.03%
39,871
+13,727
596
$2.71M 0.03%
63,214
+8,633
597
$2.71M 0.03%
148,838
+2,608
598
$2.7M 0.03%
19,845
-574
599
$2.7M 0.03%
16,487
-23,581
600
$2.69M 0.03%
41,585
+4,050
22 23
24
25 26