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
676
$2.19M 0.02%
41,185
+6,836
677
$2.19M 0.02%
176,435
-11,115
678
$2.18M 0.02%
89,133
+9,579
679
$2.18M 0.02%
19,740
+662
680
$2.17M 0.02%
51,641
-1,403
681
$2.17M 0.02%
21,018
+13
682
$2.17M 0.02%
30,041
-57,010
683
$2.16M 0.02%
113,181
+21,165
684
$2.16M 0.02%
11,187
-76
685
$2.15M 0.02%
27,573
+7,878
686
$2.14M 0.02%
16,869
+2,009
687
$2.14M 0.02%
59,326
+9,932
688
$2.14M 0.02%
36,063
-17,819
689
$2.13M 0.02%
89,361
+29,240
690
$2.12M 0.02%
79,356
+29,429
691
$2.12M 0.02%
+24,082
692
$2.11M 0.02%
166,997
-9,154
693
$2.11M 0.02%
31,150
+6,758
694
$2.09M 0.02%
50,307
+556
695
$2.09M 0.02%
61,334
-120,631
696
$2.08M 0.02%
80,046
+30,274
697
$2.07M 0.02%
53,683
-118
698
$2.06M 0.02%
28,948
+8,464
699
$2.06M 0.02%
25,334
+2,025
700
$2.06M 0.02%
33,480
+5,186
26 27
28
29 30