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
951
$1.2M 0.01%
16,207
+5,837
952
$1.19M 0.01%
98,248
+1,812
953
$1.19M 0.01%
104,570
+15,817
954
$1.19M 0.01%
25,884
+3,770
955
$1.18M 0.01%
13,234
+1,951
956
$1.18M 0.01%
27,006
+8,078
957
$1.18M 0.01%
55,439
-10,592
958
$1.18M 0.01%
40,911
+3,747
959
$1.17M 0.01%
30,613
+12,446
960
$1.17M 0.01%
31,749
-2,745
961
$1.17M 0.01%
45,946
-3,228
962
$1.17M 0.01%
16,536
+5,234
963
$1.16M 0.01%
17,819
-2,589
964
$1.16M 0.01%
34,693
-4,377
965
$1.15M 0.01%
5,587
-188
966
$1.15M 0.01%
25,289
-3,929
967
$1.15M 0.01%
10,979
+5,527
968
$1.15M 0.01%
32,228
+399
969
$1.14M 0.01%
98,570
+68,405
970
$1.14M 0.01%
22,672
+16,315
971
$1.14M 0.01%
45,442
+13,559
972
$1.14M 0.01%
19,552
+11,149
973
$1.14M 0.01%
14,679
-35,917
974
$1.13M 0.01%
37,529
-943
975
$1.13M 0.01%
13,847
+865
37 38
39
40 41