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
1051
$974K 0.01%
11,017
-1,093
1052
$972K 0.01%
26,886
+4,221
1053
$972K 0.01%
65,463
-13,690
1054
$963K 0.01%
43,093
-13,169
1055
$958K 0.01%
5,655
+1,054
1056
$957K 0.01%
9,928
+5,170
1057
$953K 0.01%
13,429
-1,575
1058
$950K 0.01%
10,240
-6,758
1059
$948K 0.01%
22,895
+1,309
1060
$944K 0.01%
9,470
+1,538
1061
$943K 0.01%
37,473
-2,387
1062
$942K 0.01%
+27,243
1063
$942K 0.01%
11,419
-6,671
1064
$938K 0.01%
13,150
-330
1065
$938K 0.01%
21,015
+7,786
1066
$936K 0.01%
24,773
+4,370
1067
$935K 0.01%
19,581
-314
1068
$932K 0.01%
37,309
+253
1069
$931K 0.01%
18,223
+4,093
1070
$931K 0.01%
58,722
+3,475
1071
$929K 0.01%
21,546
+1,725
1072
$924K 0.01%
86,188
-1,379
1073
$921K 0.01%
35,884
-58,527
1074
$921K 0.01%
6,635
+4,258
1075
$921K 0.01%
6,047
-727
41 42
43
44 45