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
1201
$759K 0.01%
64,165
-568
1202
$756K 0.01%
8,890
-3,071
1203
$754K 0.01%
+23,967
1204
$753K 0.01%
+33,013
1205
$753K 0.01%
12,795
-159
1206
$752K 0.01%
+3,972
1207
$752K 0.01%
34,185
-1,647
1208
$751K 0.01%
50,556
+3,640
1209
$747K 0.01%
28,628
+918
1210
$746K 0.01%
81,691
+10,678
1211
$746K 0.01%
11,633
+107
1212
$745K 0.01%
4,610
-338
1213
$745K 0.01%
27,694
1214
$744K 0.01%
17,580
+16
1215
$743K 0.01%
14,676
-1,655
1216
$742K 0.01%
9,499
+5,633
1217
$742K 0.01%
14,725
+7,793
1218
$741K 0.01%
12,362
-306
1219
$739K 0.01%
34,344
-11,038
1220
$739K 0.01%
18,602
+1,637
1221
$738K 0.01%
33,438
+7,880
1222
$737K 0.01%
46,718
+4,872
1223
$737K 0.01%
9,017
+3,624
1224
$737K 0.01%
17,646
+2,869
1225
$736K 0.01%
119,663
+5,665
47 48
49
50 51