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 4.91%
3 Healthcare 4.23%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.8M 0.21%
433,753
-14,842
102
$21.8M 0.21%
710,202
+404,398
103
$21.5M 0.21%
662,814
+128,283
104
$21.5M 0.21%
499,778
-25,973
105
$21.4M 0.21%
729,723
+88,615
106
$21.3M 0.2%
70,838
+17,607
107
$21.1M 0.2%
163,542
+6,076
108
$21M 0.2%
210,936
-15,038
109
$20.9M 0.2%
400,013
+21,781
110
$20.8M 0.2%
195,088
-33,201
111
$20.6M 0.2%
209,748
+13,818
112
$20.5M 0.2%
302,439
+40,166
113
$20.5M 0.2%
192,301
+177,366
114
$19.7M 0.19%
4,397,040
+692,040
115
$19.4M 0.19%
122,343
+21,345
116
$19.3M 0.19%
112,121
+8,806
117
$19M 0.18%
783,586
+13,265
118
$18.8M 0.18%
232,854
+8,422
119
$18.2M 0.17%
268,910
+94,648
120
$18.2M 0.17%
99,483
+1,189
121
$17.8M 0.17%
306,761
+22,745
122
$17.6M 0.17%
130,002
+10,436
123
$17.6M 0.17%
923,049
+100,161
124
$17.5M 0.17%
162,778
-4,279
125
$17.5M 0.17%
478,519
-73,521
3 4
5
6 7