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
1651
$383K ﹤0.01%
18,475
+259
1652
$383K ﹤0.01%
30,876
+201
1653
$382K ﹤0.01%
+17,888
1654
$381K ﹤0.01%
31,202
+4,513
1655
$381K ﹤0.01%
3,204
+200
1656
$380K ﹤0.01%
+28,979
1657
$380K ﹤0.01%
+12,451
1658
$379K ﹤0.01%
137
-74
1659
$378K ﹤0.01%
27,131
+450
1660
$378K ﹤0.01%
+5,105
1661
$377K ﹤0.01%
13,026
+653
1662
$377K ﹤0.01%
+34,016
1663
$376K ﹤0.01%
5,609
1664
$376K ﹤0.01%
+7,374
1665
$375K ﹤0.01%
826
-44
1666
$375K ﹤0.01%
1,242
-28
1667
$374K ﹤0.01%
+5,761
1668
$373K ﹤0.01%
37,239
+1,538
1669
$373K ﹤0.01%
6,852
+202
1670
$371K ﹤0.01%
26,235
-333
1671
$371K ﹤0.01%
12,569
-978
1672
$371K ﹤0.01%
4,065
+1,031
1673
$370K ﹤0.01%
6,655
-484
1674
$370K ﹤0.01%
4,176
-1,161
1675
$370K ﹤0.01%
5,393
-213
65 66
67
68 69