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 4.91%
3 Healthcare 4.23%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.1M 0.27%
1,793,626
-213,468
77
$27.8M 0.27%
559,698
+181,584
78
$27.2M 0.26%
273,133
+36,636
79
$27.1M 0.26%
340,986
-21,842
80
$26.8M 0.26%
206,365
+11,561
81
$26.7M 0.25%
886,390
-808,729
82
$26.2M 0.25%
328,301
+9,232
83
$26M 0.25%
213,458
+1,751
84
$25.9M 0.25%
298,175
-2,046
85
$25.6M 0.24%
228,208
-19,295
86
$25.6M 0.24%
1,008,236
+974,560
87
$25.3M 0.24%
424,947
+136,708
88
$24.3M 0.23%
98,133
+4,705
89
$24.2M 0.23%
422,013
+5,774
90
$23.4M 0.22%
254,966
+19,402
91
$23.3M 0.22%
134,231
-7,525
92
$23.1M 0.22%
647,710
-9,900
93
$22.5M 0.22%
814,627
-2,019
94
$22.5M 0.21%
198,736
-43,447
95
$22.3M 0.21%
182,291
+9,786
96
$22.2M 0.21%
164,804
+36,947
97
$22.2M 0.21%
263,546
-3,289
98
$22M 0.21%
115,930
-69
99
$22M 0.21%
469,085
+46,432
100
$21.9M 0.21%
136,355
-15,361
2 3
4
5 6