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
851
$1.46M 0.01%
41,408
+4,145
852
$1.45M 0.01%
6,133
+87
853
$1.45M 0.01%
28,927
-1,111
854
$1.44M 0.01%
50,394
-7,458
855
$1.44M 0.01%
8,799
+1,259
856
$1.44M 0.01%
28,714
+1,491
857
$1.44M 0.01%
17,105
+1,931
858
$1.43M 0.01%
10,767
+4,863
859
$1.43M 0.01%
+42,779
860
$1.43M 0.01%
89,791
-24,129
861
$1.43M 0.01%
57,588
+3,405
862
$1.42M 0.01%
19,997
+1,012
863
$1.42M 0.01%
28,006
+724
864
$1.42M 0.01%
36,934
+10,808
865
$1.41M 0.01%
36,676
-4,194
866
$1.41M 0.01%
+33,525
867
$1.41M 0.01%
44,208
-1,923
868
$1.41M 0.01%
41,689
+4,141
869
$1.4M 0.01%
36,459
+1,385
870
$1.4M 0.01%
26,930
+5,802
871
$1.4M 0.01%
55,775
+348
872
$1.39M 0.01%
99,846
+20,068
873
$1.38M 0.01%
34,952
-6,698
874
$1.38M 0.01%
103,383
-7,033
875
$1.38M 0.01%
36,600
-28,689
33 34
35
36 37