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
1401
$566K 0.01%
+24,034
1402
$563K 0.01%
8,633
-307
1403
$563K 0.01%
10,594
+1,622
1404
$562K 0.01%
52,550
+5,800
1405
$561K 0.01%
10,522
+531
1406
$561K 0.01%
11,323
-1,412
1407
$561K 0.01%
10,659
+96
1408
$560K 0.01%
23,541
+3,431
1409
$558K 0.01%
+22,764
1410
$558K 0.01%
789
-5
1411
$558K 0.01%
22,349
-2,752
1412
$557K 0.01%
12,132
+500
1413
$556K 0.01%
4,661
+495
1414
$556K 0.01%
5,259
-50
1415
$555K 0.01%
50,763
+6,338
1416
$553K 0.01%
9,000
+2,992
1417
$553K 0.01%
7,917
+910
1418
$552K 0.01%
5,414
+417
1419
$552K 0.01%
14,699
+8,365
1420
$551K 0.01%
10,882
-32,149
1421
$551K 0.01%
13,632
+5,014
1422
$549K 0.01%
12,200
-303
1423
$548K 0.01%
21,663
+927
1424
$547K 0.01%
+4,596
1425
$547K 0.01%
3,860
+5
55 56
57
58 59