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
1326
$632K 0.01%
6,731
+2,025
1327
$631K 0.01%
11,394
-60
1328
$629K 0.01%
+29,355
1329
$628K 0.01%
18,290
1330
$628K 0.01%
7,811
+1,220
1331
$626K 0.01%
29,095
-70
1332
$625K 0.01%
10,249
-163
1333
$624K 0.01%
7,947
+507
1334
$623K 0.01%
15,755
-5,109
1335
$623K 0.01%
+16,376
1336
$621K 0.01%
20,405
+4,759
1337
$620K 0.01%
43,970
+1,052
1338
$620K 0.01%
1,373
+5
1339
$620K 0.01%
+5,463
1340
$619K 0.01%
12,170
+3,558
1341
$619K 0.01%
+20,697
1342
$617K 0.01%
37,477
+13,261
1343
$617K 0.01%
10,430
+2,588
1344
$616K 0.01%
17,026
-3,334
1345
$615K 0.01%
+24,884
1346
$614K 0.01%
2,122
-27
1347
$614K 0.01%
54,911
+30,512
1348
$613K 0.01%
+8,384
1349
$609K 0.01%
4,459
-1,451
1350
$609K 0.01%
31,533
+1,982
52 53
54
55 56