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
1526
$466K ﹤0.01%
42,636
+1,759
1527
$466K ﹤0.01%
26,454
+8,003
1528
$463K ﹤0.01%
7,496
+176
1529
$463K ﹤0.01%
+4,500
1530
$462K ﹤0.01%
10,645
-708
1531
$462K ﹤0.01%
5,823
+261
1532
$460K ﹤0.01%
6,940
-938
1533
$459K ﹤0.01%
21,245
+2,021
1534
$459K ﹤0.01%
+3,462
1535
$458K ﹤0.01%
2,109
-51
1536
$458K ﹤0.01%
29,490
+2,000
1537
$457K ﹤0.01%
16,217
+1,111
1538
$457K ﹤0.01%
+20,121
1539
$457K ﹤0.01%
28,626
+1,934
1540
$457K ﹤0.01%
7,493
-656
1541
$457K ﹤0.01%
15,366
+1,983
1542
$456K ﹤0.01%
20,271
+6,722
1543
$456K ﹤0.01%
14,295
1544
$456K ﹤0.01%
3,849
+12
1545
$455K ﹤0.01%
1,421
+12
1546
$455K ﹤0.01%
5,673
+18
1547
$454K ﹤0.01%
2,992
-1,979
1548
$453K ﹤0.01%
17,190
+16
1549
$452K ﹤0.01%
9,279
+1,153
1550
$452K ﹤0.01%
+41,995
60 61
62
63 64