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
1026
$1.02M 0.01%
43,994
-6,770
1027
$1.02M 0.01%
24,681
+1,839
1028
$1.01M 0.01%
16,212
+504
1029
$1.01M 0.01%
4,953
+1,994
1030
$1.01M 0.01%
11,894
+1,021
1031
$1.01M 0.01%
94,248
-2,315
1032
$1.01M 0.01%
68,502
+31,869
1033
$1.01M 0.01%
18,112
+330
1034
$1.01M 0.01%
42,357
-9,586
1035
$1.01M 0.01%
8,674
-72
1036
$1.01M 0.01%
13,398
+275
1037
$1M 0.01%
26,609
-202
1038
$1M 0.01%
42,878
+2,410
1039
$1M 0.01%
57,216
+7,953
1040
$1M 0.01%
77,939
-14,045
1041
$993K 0.01%
12,349
-1,582
1042
$992K 0.01%
5,556
+7
1043
$991K 0.01%
19,952
+1,634
1044
$990K 0.01%
86,127
-2,359
1045
$985K 0.01%
13,112
-671
1046
$984K 0.01%
12,384
+2,304
1047
$982K 0.01%
71,985
+56,761
1048
$979K 0.01%
5,735
+65
1049
$979K 0.01%
19,334
+126
1050
$976K 0.01%
19,880
+8,018
40 41
42
43 44