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
901
$1.31M 0.01%
9,504
-7,469
902
$1.31M 0.01%
35,753
+12,904
903
$1.3M 0.01%
22,756
-472
904
$1.3M 0.01%
12,510
+749
905
$1.29M 0.01%
6,849
-2,296
906
$1.29M 0.01%
12,958
-38
907
$1.29M 0.01%
156,368
-19,120
908
$1.29M 0.01%
25,701
+3,876
909
$1.29M 0.01%
51,300
-413
910
$1.29M 0.01%
39,479
+13,548
911
$1.28M 0.01%
43,634
-2,879
912
$1.28M 0.01%
79,714
+2,824
913
$1.27M 0.01%
12,359
-567
914
$1.27M 0.01%
13,884
-1,349
915
$1.27M 0.01%
45,802
+3,069
916
$1.27M 0.01%
24,393
+3,756
917
$1.26M 0.01%
34,560
-1,003
918
$1.26M 0.01%
11,552
+265
919
$1.25M 0.01%
63,869
+1,808
920
$1.25M 0.01%
32,505
+6,720
921
$1.25M 0.01%
10,098
-1,204
922
$1.25M 0.01%
6,244
-11
923
$1.24M 0.01%
68,307
+9,026
924
$1.24M 0.01%
+151,762
925
$1.24M 0.01%
66,193
+7,457
35 36
37
38 39