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
651
$2.36M 0.02%
49,992
+10,510
652
$2.35M 0.02%
61,860
-3,959
653
$2.34M 0.02%
152,577
+19,458
654
$2.34M 0.02%
7,735
+452
655
$2.33M 0.02%
45,125
-1,769
656
$2.33M 0.02%
131,865
657
$2.32M 0.02%
59,137
658
$2.32M 0.02%
45,947
-2,341
659
$2.32M 0.02%
45,871
+6,943
660
$2.31M 0.02%
49,428
+644
661
$2.3M 0.02%
26,600
-52,340
662
$2.3M 0.02%
191,533
+74,507
663
$2.29M 0.02%
34,720
-8,842
664
$2.28M 0.02%
75,424
-6,963
665
$2.27M 0.02%
30,616
+7,128
666
$2.25M 0.02%
121,787
+68,700
667
$2.24M 0.02%
51,148
+10,634
668
$2.24M 0.02%
37,541
+515
669
$2.24M 0.02%
155,770
-47,426
670
$2.23M 0.02%
+161,688
671
$2.23M 0.02%
111,965
-37,405
672
$2.23M 0.02%
213,058
+37,253
673
$2.22M 0.02%
89,129
-6,283
674
$2.2M 0.02%
8,414
+557
675
$2.2M 0.02%
7,732
+2,495
25 26
27
28 29