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
51
$35.5M 0.34%
583,952
+156,842
52
$35.1M 0.34%
655,542
+36,609
53
$35M 0.33%
539,392
-2,170
54
$34.7M 0.33%
281,956
+22,405
55
$34.5M 0.33%
225,549
-40,961
56
$34.2M 0.33%
89,689
+2,534
57
$34.1M 0.33%
177,809
+3,442
58
$34.1M 0.33%
397,713
+12,354
59
$33.9M 0.32%
314,903
-25,409
60
$33M 0.32%
326,007
+10,845
61
$32.7M 0.31%
980,956
+49,143
62
$31.9M 0.31%
1,230,112
-149,332
63
$31M 0.3%
659,556
+44,232
64
$30.9M 0.3%
250,324
+38,103
65
$30.2M 0.29%
267,709
+72,114
66
$30.2M 0.29%
238,579
+34,083
67
$30.1M 0.29%
700,366
+195,073
68
$29.2M 0.28%
1,582,278
+108,864
69
$29.1M 0.28%
541,642
-5,579
70
$29M 0.28%
285,340
-325,220
71
$28.9M 0.28%
1,657,008
-67,464
72
$28.7M 0.27%
365,366
+42,620
73
$28.5M 0.27%
527,956
-74,426
74
$28.5M 0.27%
120,997
+6,502
75
$28.2M 0.27%
270,261
+9,371
1 2
3
4 5