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
1501
$483K ﹤0.01%
19,411
+1,256
1502
$483K ﹤0.01%
34,672
+2,524
1503
$482K ﹤0.01%
4,250
+9
1504
$482K ﹤0.01%
1,399
-60
1505
$481K ﹤0.01%
7,296
+30
1506
$479K ﹤0.01%
9,678
+2,998
1507
$479K ﹤0.01%
5,174
+19
1508
$478K ﹤0.01%
14,517
+7,055
1509
$476K ﹤0.01%
8,241
-2,951
1510
$475K ﹤0.01%
+12,416
1511
$474K ﹤0.01%
7,500
+294
1512
$473K ﹤0.01%
12,432
-122
1513
$473K ﹤0.01%
407,739
-1
1514
$472K ﹤0.01%
+17,059
1515
$471K ﹤0.01%
20,739
+283
1516
$471K ﹤0.01%
37,048
+50
1517
$471K ﹤0.01%
6,567
-243
1518
$470K ﹤0.01%
1,646
+192
1519
$469K ﹤0.01%
3,192
-23
1520
$468K ﹤0.01%
+24,713
1521
$467K ﹤0.01%
14,093
+1,898
1522
$467K ﹤0.01%
2,027
+157
1523
$467K ﹤0.01%
+5,561
1524
$466K ﹤0.01%
24,137
+6,232
1525
$466K ﹤0.01%
38,888
-2,124
59 60
61
62 63