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
1626
$396K ﹤0.01%
1,499
+232
1627
$396K ﹤0.01%
26,141
-155
1628
$396K ﹤0.01%
12,370
-1,057
1629
$395K ﹤0.01%
3,051
+157
1630
$395K ﹤0.01%
201
-2
1631
$394K ﹤0.01%
4,524
+301
1632
$394K ﹤0.01%
27,900
+2,678
1633
$394K ﹤0.01%
40,092
+627
1634
$392K ﹤0.01%
14,313
-710
1635
$392K ﹤0.01%
17,469
-436
1636
$392K ﹤0.01%
33,262
-2,990
1637
$392K ﹤0.01%
39,312
-1,647
1638
$392K ﹤0.01%
+12,605
1639
$391K ﹤0.01%
+19,658
1640
$391K ﹤0.01%
+14,121
1641
$389K ﹤0.01%
4,298
-95
1642
$389K ﹤0.01%
14,931
+2,571
1643
$389K ﹤0.01%
7,368
-4,701
1644
$388K ﹤0.01%
8,736
-2,460
1645
$388K ﹤0.01%
26,248
+4,338
1646
$387K ﹤0.01%
7,762
-252
1647
$387K ﹤0.01%
35,141
+2,611
1648
$387K ﹤0.01%
2,016
-16
1649
$385K ﹤0.01%
7,970
+1,610
1650
$385K ﹤0.01%
22,960
-923
64 65
66
67 68