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
1126
$844K 0.01%
49,263
+5,308
1127
$844K 0.01%
1,947
+1,067
1128
$843K 0.01%
28,418
+2,262
1129
$841K 0.01%
64,830
-875
1130
$840K 0.01%
+98,375
1131
$840K 0.01%
22,024
+6,359
1132
$839K 0.01%
61,930
-4,034
1133
$835K 0.01%
24,564
-2,426
1134
$833K 0.01%
82,082
+8,219
1135
$833K 0.01%
9,630
+1,528
1136
$833K 0.01%
31,461
-2,476
1137
$833K 0.01%
15,270
-21,681
1138
$829K 0.01%
15,600
-2,732
1139
$828K 0.01%
20,936
-10
1140
$828K 0.01%
+25,686
1141
$828K 0.01%
13,893
+3,409
1142
$825K 0.01%
+33,140
1143
$824K 0.01%
13,301
-3,290
1144
$823K 0.01%
20,695
+911
1145
$821K 0.01%
14,170
+916
1146
$821K 0.01%
11,407
-736
1147
$820K 0.01%
9,817
+1,062
1148
$819K 0.01%
95,838
-9,019
1149
$817K 0.01%
17,973
-1,261
1150
$816K 0.01%
+22,525
44 45
46
47 48