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
1576
$437K ﹤0.01%
8,076
+393
1577
$437K ﹤0.01%
4,714
+169
1578
$436K ﹤0.01%
6,862
-1,293
1579
$436K ﹤0.01%
16,193
-13,194
1580
$434K ﹤0.01%
12,510
-208
1581
$434K ﹤0.01%
29,030
+1,818
1582
$431K ﹤0.01%
+9,619
1583
$430K ﹤0.01%
13,657
-4,044
1584
$430K ﹤0.01%
14,112
+4,422
1585
$429K ﹤0.01%
+2,741
1586
$429K ﹤0.01%
10,555
+3
1587
$428K ﹤0.01%
27,671
-396
1588
$428K ﹤0.01%
9,097
+622
1589
$428K ﹤0.01%
24,888
+461
1590
$427K ﹤0.01%
18,049
+7,840
1591
$426K ﹤0.01%
43,348
-355
1592
$426K ﹤0.01%
11,924
-5
1593
$425K ﹤0.01%
6,954
-218
1594
$425K ﹤0.01%
18,770
+101
1595
$422K ﹤0.01%
28,798
+2,369
1596
$417K ﹤0.01%
26,120
+562
1597
$416K ﹤0.01%
18,642
+446
1598
$416K ﹤0.01%
1,198
-1,163
1599
$416K ﹤0.01%
19,096
-2,016
1600
$416K ﹤0.01%
4,318
-797
62 63
64
65 66