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
701
$2.06M 0.02%
82,852
+74,544
702
$2.05M 0.02%
124,929
+438
703
$2.05M 0.02%
127,528
-8,592
704
$2.04M 0.02%
22,245
-2,723
705
$2.03M 0.02%
24,733
-1,350
706
$2.03M 0.02%
191,808
-731
707
$2.03M 0.02%
147,724
-26,342
708
$2.03M 0.02%
33,453
+4,101
709
$2.02M 0.02%
66,296
+3,894
710
$2.02M 0.02%
33,267
+7,995
711
$2.02M 0.02%
85,765
+3,188
712
$2.01M 0.02%
32,248
+15,063
713
$2.01M 0.02%
37,335
+18,582
714
$2.01M 0.02%
81,151
+1,591
715
$2M 0.02%
11,399
-7
716
$2M 0.02%
31,089
+111
717
$1.99M 0.02%
8,074
-583
718
$1.98M 0.02%
45,760
-1,466
719
$1.98M 0.02%
60,055
-4,218
720
$1.98M 0.02%
40,588
+26,345
721
$1.98M 0.02%
44,344
-636
722
$1.97M 0.02%
14,052
+2,321
723
$1.96M 0.02%
61,379
+9,155
724
$1.96M 0.02%
72,690
-4,320
725
$1.96M 0.02%
89,412
-2,791
27 28
29
30 31