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
626
$2.52M 0.02%
+83,286
627
$2.51M 0.02%
44,821
-16
628
$2.5M 0.02%
76,447
+5,694
629
$2.5M 0.02%
59,267
-9,020
630
$2.5M 0.02%
15,526
-334
631
$2.5M 0.02%
54,315
+774
632
$2.48M 0.02%
89,198
+7,833
633
$2.47M 0.02%
31,116
+304
634
$2.47M 0.02%
48,890
-15,612
635
$2.47M 0.02%
100,039
+5,476
636
$2.46M 0.02%
73,327
+10,755
637
$2.46M 0.02%
77,220
+6,588
638
$2.46M 0.02%
24,391
+2,343
639
$2.45M 0.02%
24,506
-1,078
640
$2.45M 0.02%
21,669
+6,197
641
$2.45M 0.02%
81,230
+7,976
642
$2.44M 0.02%
56,106
+364
643
$2.43M 0.02%
108,026
-4,895
644
$2.43M 0.02%
13,444
+6,361
645
$2.42M 0.02%
188,107
+5,769
646
$2.41M 0.02%
40,567
-1,383
647
$2.39M 0.02%
129,289
+17,343
648
$2.38M 0.02%
31,522
+65
649
$2.38M 0.02%
79,620
+17,198
650
$2.37M 0.02%
41,033
-752
24 25
26
27 28