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
1376
$590K 0.01%
17,194
+32
1377
$589K 0.01%
6,611
+1,327
1378
$587K 0.01%
7,098
+29
1379
$585K 0.01%
23,986
-2,750
1380
$584K 0.01%
9,948
-141
1381
$584K 0.01%
+12,482
1382
$583K 0.01%
5,524
+42
1383
$582K 0.01%
10,352
+1,397
1384
$582K 0.01%
15,711
+2,704
1385
$581K 0.01%
15,713
-317
1386
$581K 0.01%
17,710
+299
1387
$581K 0.01%
9,182
-679
1388
$580K 0.01%
40,346
+4,469
1389
$577K 0.01%
25,481
+3,160
1390
$577K 0.01%
3,772
+233
1391
$576K 0.01%
7,940
-899
1392
$574K 0.01%
+21,823
1393
$574K 0.01%
10,359
-21,273
1394
$574K 0.01%
27,696
+10,099
1395
$572K 0.01%
11,857
+642
1396
$570K 0.01%
+26,063
1397
$569K 0.01%
+17,653
1398
$568K 0.01%
18,956
-21,609
1399
$567K 0.01%
+19,045
1400
$567K 0.01%
46,272
+3,355
54 55
56
57 58