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
1476
$497K ﹤0.01%
12,477
+1,410
1477
$496K ﹤0.01%
21,435
+1,853
1478
$495K ﹤0.01%
380
-13
1479
$495K ﹤0.01%
+2,744
1480
$494K ﹤0.01%
8,292
+1,121
1481
$494K ﹤0.01%
41,493
-901
1482
$493K ﹤0.01%
75,871
-4,017
1483
$493K ﹤0.01%
+7,899
1484
$493K ﹤0.01%
7,168
-680
1485
$492K ﹤0.01%
40,259
-12,163
1486
$492K ﹤0.01%
14,007
+1,981
1487
$491K ﹤0.01%
12,732
+2,568
1488
$491K ﹤0.01%
+3,460
1489
$490K ﹤0.01%
+15,890
1490
$488K ﹤0.01%
4,805
+126
1491
$488K ﹤0.01%
6,214
-172
1492
$487K ﹤0.01%
9,205
-230
1493
$487K ﹤0.01%
13,005
+660
1494
$486K ﹤0.01%
8,982
+1,775
1495
$486K ﹤0.01%
7,387
-305
1496
$485K ﹤0.01%
41,182
+1,205
1497
$485K ﹤0.01%
1,880
+370
1498
$484K ﹤0.01%
9,849
+3,267
1499
$484K ﹤0.01%
16,748
-654
1500
$484K ﹤0.01%
17,516
-274
58 59
60
61 62