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
601
$2.67M 0.03%
188,150
+50,300
602
$2.67M 0.03%
149,447
+9,661
603
$2.67M 0.03%
68,801
-5,658
604
$2.66M 0.03%
28,972
+2,045
605
$2.66M 0.03%
26,555
+4,997
606
$2.66M 0.03%
108,187
+1,081
607
$2.65M 0.03%
83,871
-640
608
$2.64M 0.03%
144,544
+6,392
609
$2.63M 0.03%
65,127
+15,961
610
$2.6M 0.02%
131,570
-4,510
611
$2.6M 0.02%
51,967
+3,203
612
$2.59M 0.02%
14,736
-1,332
613
$2.58M 0.02%
34,804
+792
614
$2.58M 0.02%
19,377
-384
615
$2.57M 0.02%
21,559
+3,233
616
$2.57M 0.02%
82,064
-3,897
617
$2.56M 0.02%
703,659
-3,200
618
$2.56M 0.02%
66,897
+5,377
619
$2.55M 0.02%
72,370
+63,669
620
$2.55M 0.02%
45,798
-53,882
621
$2.54M 0.02%
204,599
-41,691
622
$2.54M 0.02%
37,142
+1,592
623
$2.53M 0.02%
191,896
+172,273
624
$2.53M 0.02%
29,197
+10,772
625
$2.52M 0.02%
+97,620
23 24
25
26 27