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
776
$1.72M 0.02%
28,590
-2,984
777
$1.72M 0.02%
71,994
+8,329
778
$1.72M 0.02%
8,163
+3,735
779
$1.72M 0.02%
61,529
-2,783
780
$1.71M 0.02%
102,793
-6,107
781
$1.71M 0.02%
40,094
-2,675
782
$1.7M 0.02%
125,047
+7,953
783
$1.7M 0.02%
51,265
+4,931
784
$1.69M 0.02%
53,307
+6,744
785
$1.68M 0.02%
40,760
+1,117
786
$1.68M 0.02%
23,365
+8,851
787
$1.67M 0.02%
57,868
+19,361
788
$1.67M 0.02%
60,181
+6,542
789
$1.66M 0.02%
21,128
-3,641
790
$1.66M 0.02%
129,608
-142,109
791
$1.66M 0.02%
43,601
+314
792
$1.65M 0.02%
125,155
-155,355
793
$1.65M 0.02%
+67,438
794
$1.65M 0.02%
28,439
-423
795
$1.65M 0.02%
98,155
+40,395
796
$1.64M 0.02%
77,807
+10,807
797
$1.64M 0.02%
10,455
-4,213
798
$1.64M 0.02%
35,693
+5,250
799
$1.63M 0.02%
16,265
+7,383
800
$1.63M 0.02%
69,957
+10,411
30 31
32
33 34