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
976
$1.13M 0.01%
14,526
+1,059
977
$1.13M 0.01%
8,914
+1,433
978
$1.13M 0.01%
14,773
-1,961
979
$1.12M 0.01%
20,773
-1,101
980
$1.11M 0.01%
57,010
+3,470
981
$1.11M 0.01%
91,233
-8,080
982
$1.11M 0.01%
423,667
+81,408
983
$1.1M 0.01%
18,346
-1,666
984
$1.1M 0.01%
28,015
+5,542
985
$1.1M 0.01%
40,007
+6,756
986
$1.09M 0.01%
18,006
+10,698
987
$1.09M 0.01%
16,484
+113
988
$1.09M 0.01%
45,694
+5,949
989
$1.09M 0.01%
+44,405
990
$1.09M 0.01%
14,376
+11,586
991
$1.08M 0.01%
65,807
-19,063
992
$1.08M 0.01%
23,849
+10,781
993
$1.08M 0.01%
10,257
-685
994
$1.08M 0.01%
24,318
+417
995
$1.08M 0.01%
57,071
-17,467
996
$1.07M 0.01%
1,078
+75
997
$1.07M 0.01%
11,415
+331
998
$1.07M 0.01%
31,763
+5,656
999
$1.07M 0.01%
14,385
+869
1000
$1.06M 0.01%
21,615
+3,229
38 39
40
41 42