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
1601
$416K ﹤0.01%
6,437
-111
1602
$416K ﹤0.01%
+2,805
1603
$414K ﹤0.01%
21,308
+1,554
1604
$413K ﹤0.01%
7,417
+488
1605
$413K ﹤0.01%
1,642
-150
1606
$412K ﹤0.01%
9,223
+134
1607
$411K ﹤0.01%
5,920
+857
1608
$410K ﹤0.01%
16,649
+1,454
1609
$409K ﹤0.01%
+5,318
1610
$409K ﹤0.01%
12,142
-1,004
1611
$408K ﹤0.01%
5,160
+102
1612
$404K ﹤0.01%
8,974
+3,272
1613
$404K ﹤0.01%
54,077
+2,920
1614
$404K ﹤0.01%
+6,119
1615
$401K ﹤0.01%
7,960
+800
1616
$401K ﹤0.01%
6,449
-86,103
1617
$400K ﹤0.01%
9,186
+372
1618
$399K ﹤0.01%
18,378
+5,634
1619
$399K ﹤0.01%
8,086
-5,153
1620
$398K ﹤0.01%
28,152
+3,102
1621
$397K ﹤0.01%
3,373
-144
1622
$397K ﹤0.01%
11,978
-113,037
1623
$397K ﹤0.01%
13,838
+121
1624
$397K ﹤0.01%
9,351
+22
1625
$397K ﹤0.01%
+10,990
63 64
65
66 67