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
1226
$736K 0.01%
132,787
-4,531
1227
$735K 0.01%
28,034
+4,485
1228
$735K 0.01%
29,863
-353
1229
$734K 0.01%
46,600
-399
1230
$732K 0.01%
8,930
+570
1231
$731K 0.01%
12,980
-2,030
1232
$731K 0.01%
10,297
+1,244
1233
$729K 0.01%
14,971
+6,470
1234
$729K 0.01%
35,378
+4,870
1235
$727K 0.01%
28,995
-50
1236
$724K 0.01%
15,375
+10,570
1237
$724K 0.01%
46,350
-15,114
1238
$724K 0.01%
96,927
+37,577
1239
$722K 0.01%
29,601
-1,858
1240
$722K 0.01%
8,433
-431
1241
$722K 0.01%
13,960
-885
1242
$722K 0.01%
+26,053
1243
$722K 0.01%
41,618
+5,595
1244
$720K 0.01%
13,367
+8,116
1245
$719K 0.01%
+13,254
1246
$719K 0.01%
6,243
-545
1247
$718K 0.01%
15,769
+2,512
1248
$718K 0.01%
993
-134
1249
$717K 0.01%
19,308
+8,446
1250
$715K 0.01%
48,035
+1,042
48 49
50
51 52