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
1351
$608K 0.01%
9,763
+2,660
1352
$607K 0.01%
889
+54
1353
$606K 0.01%
28,794
+3
1354
$606K 0.01%
10,065
+597
1355
$603K 0.01%
28,186
+7,451
1356
$603K 0.01%
21,436
-7,524
1357
$603K 0.01%
24,169
+7,178
1358
$601K 0.01%
8,005
+367
1359
$600K 0.01%
36,694
+13,764
1360
$600K 0.01%
18,980
-3,158
1361
$599K 0.01%
+85,270
1362
$599K 0.01%
62,176
+5,014
1363
$599K 0.01%
20,184
-1,315
1364
$598K 0.01%
3,300
-42
1365
$598K 0.01%
+99,489
1366
$598K 0.01%
+35,929
1367
$597K 0.01%
32,038
+6,430
1368
$597K 0.01%
5,043
+186
1369
$597K 0.01%
15,450
1370
$596K 0.01%
14,774
+1,822
1371
$594K 0.01%
29,199
+10,164
1372
$592K 0.01%
19,215
-158
1373
$592K 0.01%
13,172
+2,064
1374
$591K 0.01%
457
-70
1375
$590K 0.01%
10,236
+879
53 54
55
56 57