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
1151
$816K 0.01%
+18,311
1152
$815K 0.01%
6,359
+77
1153
$815K 0.01%
41,170
-25,600
1154
$814K 0.01%
46,047
+3,618
1155
$812K 0.01%
12,883
-19,946
1156
$810K 0.01%
+60,731
1157
$808K 0.01%
10,514
-1,304
1158
$807K 0.01%
86,343
+29
1159
$805K 0.01%
38,220
1160
$805K 0.01%
2,309
+544
1161
$804K 0.01%
22,804
+984
1162
$803K 0.01%
42,508
+1,591
1163
$802K 0.01%
35,768
+2,534
1164
$801K 0.01%
+45,336
1165
$800K 0.01%
4,663
-186
1166
$799K 0.01%
15,140
-4,600
1167
$798K 0.01%
+12,568
1168
$797K 0.01%
8,438
-67,408
1169
$793K 0.01%
85,113
+6,742
1170
$792K 0.01%
15,672
+1,580
1171
$792K 0.01%
26,588
+11,100
1172
$791K 0.01%
16,431
+9,189
1173
$791K 0.01%
+11,312
1174
$788K 0.01%
2,617
-40
1175
$786K 0.01%
30,000
-7,673
45 46
47
48 49