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 4.92%
3 Healthcare 4.22%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.63M 0.02%
28,631
+152
802
$1.62M 0.02%
43,646
-9,472
803
$1.62M 0.02%
176,130
-3,377
804
$1.62M 0.02%
33,830
+1,502
805
$1.62M 0.02%
17,243
+190
806
$1.61M 0.02%
77,870
+5,100
807
$1.6M 0.02%
177,974
+4,906
808
$1.6M 0.02%
64,893
+7,271
809
$1.59M 0.02%
75,466
-8,049
810
$1.59M 0.02%
38,639
+9,748
811
$1.59M 0.02%
10,141
-2,597
812
$1.59M 0.02%
49,517
-4,898
813
$1.59M 0.02%
52,415
-13,715
814
$1.58M 0.02%
13,860
+699
815
$1.57M 0.02%
13,521
-449
816
$1.57M 0.02%
13,246
+6,548
817
$1.57M 0.02%
21,851
+10,701
818
$1.56M 0.02%
75,175
+22,960
819
$1.56M 0.01%
51,358
+1,128
820
$1.56M 0.01%
255,866
-11,485
821
$1.56M 0.01%
14,443
-1,044
822
$1.56M 0.01%
15,386
+1,211
823
$1.55M 0.01%
102,842
-458
824
$1.55M 0.01%
12,261
-162
825
$1.54M 0.01%
29,306
+4,973
31 32
33
34 35