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
726
$1.95M 0.02%
18,745
+312
727
$1.95M 0.02%
93,957
-6,529
728
$1.95M 0.02%
30,504
+3,388
729
$1.95M 0.02%
21,419
+3,597
730
$1.94M 0.02%
47,904
-2,418
731
$1.94M 0.02%
35,692
+4,312
732
$1.94M 0.02%
15,009
+6,609
733
$1.94M 0.02%
41,097
+491
734
$1.93M 0.02%
69,482
+598
735
$1.92M 0.02%
45,533
+623
736
$1.91M 0.02%
293,052
+39,358
737
$1.91M 0.02%
69,475
+6,449
738
$1.9M 0.02%
68,822
+12,908
739
$1.88M 0.02%
15,778
-6,620
740
$1.88M 0.02%
26,848
+4,526
741
$1.88M 0.02%
11,144
+744
742
$1.88M 0.02%
39,948
-4,472
743
$1.88M 0.02%
18,975
+2,383
744
$1.88M 0.02%
38,048
+4,474
745
$1.87M 0.02%
47,796
+2,274
746
$1.87M 0.02%
35,224
-6,102
747
$1.86M 0.02%
36,061
+7,160
748
$1.85M 0.02%
68,063
+37,049
749
$1.85M 0.02%
7,465
+230
750
$1.85M 0.02%
9,678
+239
28 29
30
31 32