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
1426
$547K 0.01%
4,634
+28
1427
$546K 0.01%
7,302
+10
1428
$546K 0.01%
15,065
-331
1429
$541K 0.01%
9,656
+46
1430
$540K 0.01%
22,438
+1,899
1431
$538K 0.01%
12,455
-1,810
1432
$538K 0.01%
+15,280
1433
$538K 0.01%
+36,504
1434
$537K 0.01%
15,995
+360
1435
$537K 0.01%
47,792
+5,088
1436
$536K 0.01%
20,883
-1,382
1437
$536K 0.01%
8,987
-175
1438
$535K 0.01%
18,622
+3,941
1439
$535K 0.01%
6,028
-17
1440
$534K 0.01%
+5,791
1441
$533K 0.01%
15,754
+748
1442
$532K 0.01%
12,971
-224
1443
$532K 0.01%
10,306
+1,050
1444
$530K 0.01%
17,283
-1,515
1445
$529K 0.01%
6,424
+301
1446
$529K 0.01%
17,700
1447
$528K 0.01%
13,431
+1,481
1448
$528K 0.01%
6,249
+318
1449
$525K 0.01%
17,873
+2,367
1450
$525K 0.01%
+17,379
56 57
58
59 60