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
826
$1.54M 0.01%
51,294
-25,018
827
$1.53M 0.01%
152,795
-14,647
828
$1.53M 0.01%
42,093
+580
829
$1.53M 0.01%
14,420
+2,035
830
$1.52M 0.01%
13,606
-628
831
$1.52M 0.01%
36,708
+1,368
832
$1.52M 0.01%
54,798
+3,052
833
$1.52M 0.01%
14,592
-128
834
$1.51M 0.01%
37,451
-3,937
835
$1.51M 0.01%
13,151
+288
836
$1.5M 0.01%
74,428
-1,733
837
$1.5M 0.01%
11,465
+4,630
838
$1.49M 0.01%
49,355
-1,435
839
$1.48M 0.01%
15,460
+11,332
840
$1.48M 0.01%
52,580
+6,984
841
$1.48M 0.01%
27,641
+18,350
842
$1.47M 0.01%
8,065
-2,958
843
$1.47M 0.01%
43,763
+21,259
844
$1.47M 0.01%
22,747
+387
845
$1.47M 0.01%
51,104
+300
846
$1.47M 0.01%
135,061
-25,083
847
$1.47M 0.01%
29,083
+10,671
848
$1.46M 0.01%
47,646
-1,759
849
$1.46M 0.01%
15,530
-41,547
850
$1.46M 0.01%
111,760
+20,244
32 33
34
35 36