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
1176
$783K 0.01%
72,139
-3,006
1177
$782K 0.01%
+33,318
1178
$781K 0.01%
17,372
+529
1179
$780K 0.01%
27,508
+502
1180
$779K 0.01%
30,065
-3,227
1181
$779K 0.01%
4,275
+195
1182
$778K 0.01%
17,549
-858
1183
$777K 0.01%
15,870
+6,943
1184
$777K 0.01%
92,010
-6,535
1185
$777K 0.01%
+28,442
1186
$774K 0.01%
3,462
+15
1187
$774K 0.01%
6,212
+296
1188
$771K 0.01%
19,241
-42
1189
$771K 0.01%
25,905
+1,024
1190
$770K 0.01%
134,640
+95,018
1191
$768K 0.01%
25,324
+7,524
1192
$768K 0.01%
85,179
+2,124
1193
$768K 0.01%
22,164
-567
1194
$766K 0.01%
15,283
-1,535
1195
$765K 0.01%
18,384
-15,405
1196
$765K 0.01%
31,403
+3,577
1197
$765K 0.01%
6,302
+3,886
1198
$765K 0.01%
27,049
+3,163
1199
$761K 0.01%
4,599
-175
1200
$760K 0.01%
40,267
-52
46 47
48
49 50