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
876
$1.37M 0.01%
18,947
+78
877
$1.37M 0.01%
91,914
+14,378
878
$1.37M 0.01%
27,425
-990
879
$1.37M 0.01%
33,574
-1,198
880
$1.37M 0.01%
23,489
+1,814
881
$1.37M 0.01%
80,462
+10,818
882
$1.37M 0.01%
29,235
+2,127
883
$1.36M 0.01%
65,807
-2,862
884
$1.36M 0.01%
53,531
+43,544
885
$1.36M 0.01%
81,241
-6,464
886
$1.35M 0.01%
52,385
+16,820
887
$1.35M 0.01%
13,324
+9,631
888
$1.35M 0.01%
7,344
+281
889
$1.35M 0.01%
69,226
-33,111
890
$1.34M 0.01%
40,508
-210,006
891
$1.34M 0.01%
52,475
-4,706
892
$1.33M 0.01%
17,733
-405
893
$1.33M 0.01%
13,290
+1,356
894
$1.32M 0.01%
30,797
+7,736
895
$1.32M 0.01%
27,664
-21,048
896
$1.32M 0.01%
+54,967
897
$1.32M 0.01%
22,770
+18
898
$1.32M 0.01%
24,666
+3,723
899
$1.31M 0.01%
52,980
+4,321
900
$1.31M 0.01%
37,909
+8,415
34 35
36
37 38