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
1076
$918K 0.01%
91,416
-912
1077
$918K 0.01%
43,151
-4,850
1078
$916K 0.01%
6,773
+4,069
1079
$913K 0.01%
34,401
-17,346
1080
$912K 0.01%
15,413
+945
1081
$912K 0.01%
+53,652
1082
$911K 0.01%
20,967
-2,005
1083
$910K 0.01%
14,629
+7,890
1084
$910K 0.01%
19,145
+160
1085
$909K 0.01%
15,703
-79,854
1086
$909K 0.01%
42,477
+8,732
1087
$908K 0.01%
43,533
-325
1088
$904K 0.01%
88,088
-5,944
1089
$904K 0.01%
+8,829
1090
$903K 0.01%
31,741
+1,079
1091
$902K 0.01%
72,664
-16,679
1092
$902K 0.01%
+27,552
1093
$901K 0.01%
31,180
-400
1094
$900K 0.01%
+176,222
1095
$898K 0.01%
14,100
+3,810
1096
$898K 0.01%
6,473
-143
1097
$898K 0.01%
94,181
+3,667
1098
$888K 0.01%
9,695
-14,058
1099
$888K 0.01%
16,810
-256
1100
$886K 0.01%
7,227
-330
42 43
44
45 46