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 4.91%
3 Healthcare 4.23%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5M 0.17%
345,079
+59,741
127
$17.4M 0.17%
146,375
+30,674
128
$17.4M 0.17%
359,250
+8,009
129
$17.3M 0.17%
144,920
+44,781
130
$17.2M 0.16%
215,567
+9,890
131
$17.2M 0.16%
155,603
-114,928
132
$17M 0.16%
195,291
+23,953
133
$17M 0.16%
221,065
-1,119
134
$16.9M 0.16%
445,354
+101,813
135
$16.5M 0.16%
641,289
+34,982
136
$16.5M 0.16%
467,663
+30,978
137
$16.3M 0.16%
229,210
-1,474
138
$16.1M 0.15%
550,552
+57,200
139
$16.1M 0.15%
217,147
+3,993
140
$16M 0.15%
184,319
+101,640
141
$16M 0.15%
269,762
+76,713
142
$15.7M 0.15%
78,295
+11,803
143
$15.6M 0.15%
305,123
-12,596
144
$15.6M 0.15%
368,226
+97,845
145
$15.3M 0.15%
85,007
-17,154
146
$15.3M 0.15%
134,144
+6,692
147
$15.2M 0.15%
1,048,210
+147,358
148
$15.1M 0.14%
654,430
-160,710
149
$14.8M 0.14%
1,492,080
-872,792
150
$14.8M 0.14%
248,124
+34,676
4 5
6
7 8