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
751
$1.84M 0.02%
25,052
+821
752
$1.84M 0.02%
26,742
+928
753
$1.83M 0.02%
55,211
+43,882
754
$1.83M 0.02%
74,590
+3,701
755
$1.83M 0.02%
19,635
+1,833
756
$1.82M 0.02%
21,701
-7,200
757
$1.82M 0.02%
42,076
+147
758
$1.82M 0.02%
36,640
+8,201
759
$1.82M 0.02%
52,848
+5,106
760
$1.81M 0.02%
56,322
+498
761
$1.8M 0.02%
14,400
+1,702
762
$1.8M 0.02%
19,665
+8,583
763
$1.79M 0.02%
66,921
+2,835
764
$1.79M 0.02%
20,916
+327
765
$1.79M 0.02%
17,907
+3,741
766
$1.79M 0.02%
49,933
+15,642
767
$1.78M 0.02%
31,465
+12,598
768
$1.78M 0.02%
40,189
+8,047
769
$1.78M 0.02%
28,220
-552
770
$1.77M 0.02%
24,000
-44,848
771
$1.77M 0.02%
18,552
-147
772
$1.76M 0.02%
31,837
+195
773
$1.75M 0.02%
1,707
+602
774
$1.74M 0.02%
34,874
+16,771
775
$1.73M 0.02%
14,547
+465
29 30
31
32 33