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
1301
$656K 0.01%
36,441
+4,332
1302
$656K 0.01%
+22,628
1303
$656K 0.01%
14,596
-168
1304
$654K 0.01%
9,597
+131
1305
$654K 0.01%
20,708
-624
1306
$654K 0.01%
119,427
+13,770
1307
$652K 0.01%
8,937
-43,259
1308
$649K 0.01%
19,681
-550
1309
$649K 0.01%
4,571
+1,976
1310
$649K 0.01%
31,047
-7,942
1311
$647K 0.01%
58,732
-5,801
1312
$647K 0.01%
4,516
+1,478
1313
$646K 0.01%
+8,476
1314
$645K 0.01%
6,494
-243
1315
$645K 0.01%
111,270
+32,150
1316
$642K 0.01%
10,742
-149
1317
$641K 0.01%
15,421
-1,966
1318
$640K 0.01%
38,439
+4,240
1319
$640K 0.01%
11,301
+3,756
1320
$639K 0.01%
+19,454
1321
$636K 0.01%
+42,047
1322
$634K 0.01%
31,260
+6,340
1323
$633K 0.01%
11,640
+366
1324
$633K 0.01%
17,054
+2,562
1325
$633K 0.01%
52,568
-2,000
51 52
53
54 55