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
1101
$886K 0.01%
21,640
+4,108
1102
$882K 0.01%
5,170
+277
1103
$880K 0.01%
46,759
+345
1104
$879K 0.01%
15,139
-865
1105
$877K 0.01%
11,048
+7,600
1106
$877K 0.01%
63,985
+36,927
1107
$875K 0.01%
14,241
+1,611
1108
$875K 0.01%
+26,213
1109
$872K 0.01%
112,780
+96,435
1110
$872K 0.01%
39,903
-8,388
1111
$868K 0.01%
6,987
+3,740
1112
$866K 0.01%
40,223
+16,417
1113
$864K 0.01%
17,263
+3,092
1114
$864K 0.01%
14,567
+56
1115
$863K 0.01%
27,916
+4,211
1116
$862K 0.01%
7,000
-1,525
1117
$858K 0.01%
13,180
+4,112
1118
$853K 0.01%
20,449
+425
1119
$853K 0.01%
39,315
+1,957
1120
$853K 0.01%
36,293
-743
1121
$852K 0.01%
16,457
-2,536
1122
$850K 0.01%
59,670
+11,228
1123
$848K 0.01%
6,652
-443
1124
$848K 0.01%
16,835
-132,040
1125
$846K 0.01%
13,567
-632
43 44
45
46 47