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
1001
$1.06M 0.01%
7,163
-897
1002
$1.06M 0.01%
21,249
+25
1003
$1.06M 0.01%
52,766
+11,692
1004
$1.06M 0.01%
+21,823
1005
$1.06M 0.01%
43,329
+23,013
1006
$1.06M 0.01%
13,137
-14,152
1007
$1.05M 0.01%
23,746
-1,621
1008
$1.05M 0.01%
20,636
-39,444
1009
$1.05M 0.01%
58,257
+14,666
1010
$1.05M 0.01%
20,452
-396
1011
$1.05M 0.01%
32,421
-330
1012
$1.05M 0.01%
35,177
+23,708
1013
$1.05M 0.01%
31,814
-2,338
1014
$1.04M 0.01%
45,837
-242,829
1015
$1.04M 0.01%
99,081
-6,243
1016
$1.04M 0.01%
29,983
+206
1017
$1.04M 0.01%
15,462
+147
1018
$1.04M 0.01%
33,643
-26,716
1019
$1.04M 0.01%
37,216
-16,852
1020
$1.03M 0.01%
23,116
+805
1021
$1.03M 0.01%
47,458
+139
1022
$1.03M 0.01%
+39,082
1023
$1.03M 0.01%
19,478
+2,046
1024
$1.03M 0.01%
41,170
-1,050
1025
$1.03M 0.01%
9,795
39 40
41
42 43