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
1276
$682K 0.01%
41,133
-2,029
1277
$681K 0.01%
25,000
1278
$681K 0.01%
27,860
1279
$680K 0.01%
10,386
+3,759
1280
$679K 0.01%
19,934
+3,542
1281
$677K 0.01%
16,869
+7,113
1282
$676K 0.01%
17,795
+2,827
1283
$674K 0.01%
14,028
-543
1284
$673K 0.01%
13,986
+4,942
1285
$673K 0.01%
+12,740
1286
$673K 0.01%
8,975
-3,633
1287
$671K 0.01%
8,511
-949
1288
$671K 0.01%
26,317
+5,774
1289
$670K 0.01%
4,934
-3,653
1290
$670K 0.01%
62,120
+573
1291
$669K 0.01%
50,749
-2,559
1292
$665K 0.01%
46,068
+17,302
1293
$664K 0.01%
15,428
+582
1294
$662K 0.01%
27,574
-1,469
1295
$662K 0.01%
14,712
+1,076
1296
$661K 0.01%
8,286
-95
1297
$660K 0.01%
18,728
+2,483
1298
$660K 0.01%
23,599
-4,582
1299
$658K 0.01%
10,334
+780
1300
$657K 0.01%
51,880
+8,473
50 51
52
53 54