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
1551
$452K ﹤0.01%
27,136
+3,189
1552
$451K ﹤0.01%
23,841
+1,317
1553
$451K ﹤0.01%
6,521
+305
1554
$451K ﹤0.01%
28,065
+2,381
1555
$450K ﹤0.01%
65,492
+5,663
1556
$449K ﹤0.01%
6,121
+1,209
1557
$449K ﹤0.01%
18,339
-866
1558
$448K ﹤0.01%
1,079
-38
1559
$448K ﹤0.01%
+7,040
1560
$447K ﹤0.01%
27,408
+260
1561
$447K ﹤0.01%
12,545
+1,585
1562
$447K ﹤0.01%
22,172
+1,289
1563
$447K ﹤0.01%
887
+184
1564
$447K ﹤0.01%
5,538
+65
1565
$446K ﹤0.01%
19,758
+2,204
1566
$446K ﹤0.01%
+6,380
1567
$446K ﹤0.01%
19,664
-1,654
1568
$444K ﹤0.01%
91,904
-2,121
1569
$444K ﹤0.01%
6,773
+203
1570
$444K ﹤0.01%
12,070
-3,067
1571
$442K ﹤0.01%
9,836
-1,071
1572
$442K ﹤0.01%
38,629
+6,188
1573
$439K ﹤0.01%
34,730
+5,152
1574
$439K ﹤0.01%
20,830
+3,875
1575
$438K ﹤0.01%
19,248
+3,937
61 62
63
64 65