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
1451
$520K 0.01%
16,401
-907
1452
$517K ﹤0.01%
8,461
-516
1453
$517K ﹤0.01%
30,839
-3,908
1454
$517K ﹤0.01%
+18,696
1455
$516K ﹤0.01%
19,395
+2,212
1456
$516K ﹤0.01%
34,068
+8,684
1457
$516K ﹤0.01%
+8,995
1458
$514K ﹤0.01%
13,075
-6,799
1459
$513K ﹤0.01%
12,455
+4,050
1460
$513K ﹤0.01%
+26,989
1461
$513K ﹤0.01%
+9,658
1462
$512K ﹤0.01%
32,631
+210
1463
$512K ﹤0.01%
4,021
+33
1464
$511K ﹤0.01%
33,071
-2,982
1465
$509K ﹤0.01%
39,379
-14,542
1466
$509K ﹤0.01%
32,477
+4,911
1467
$508K ﹤0.01%
41,203
-1,538
1468
$507K ﹤0.01%
24,632
+2,996
1469
$507K ﹤0.01%
818
1470
$506K ﹤0.01%
64,005
-6,930
1471
$505K ﹤0.01%
5,328
+1,550
1472
$505K ﹤0.01%
31,501
-1,694
1473
$502K ﹤0.01%
12,915
-195
1474
$501K ﹤0.01%
4,970
-40
1475
$498K ﹤0.01%
29,338
+403
57 58
59
60 61