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 4.91%
3 Healthcare 4.23%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$369K ﹤0.01%
19,190
-125
1677
$368K ﹤0.01%
3,243
-48,424
1678
$368K ﹤0.01%
4,888
-286
1679
$367K ﹤0.01%
16,826
-150
1680
$367K ﹤0.01%
25,135
-1,234
1681
$366K ﹤0.01%
28,609
+769
1682
$366K ﹤0.01%
31,850
+680
1683
$365K ﹤0.01%
28,808
+7,077
1684
$365K ﹤0.01%
30,631
+959
1685
$364K ﹤0.01%
23,240
+30
1686
$364K ﹤0.01%
6,775
-2,275
1687
$363K ﹤0.01%
2,068
+389
1688
$362K ﹤0.01%
+32,201
1689
$360K ﹤0.01%
21,165
-636
1690
$360K ﹤0.01%
26,952
-786
1691
$359K ﹤0.01%
11,438
-91,728
1692
$359K ﹤0.01%
3,932
-1,479
1693
$359K ﹤0.01%
+4,585
1694
$359K ﹤0.01%
7,759
-5,167
1695
$357K ﹤0.01%
52,809
+3,585
1696
$357K ﹤0.01%
11,684
+2,389
1697
$356K ﹤0.01%
2,284
+454
1698
$356K ﹤0.01%
22,921
-2,919
1699
$356K ﹤0.01%
7,479
-1,708
1700
$356K ﹤0.01%
34,640
+9,765
66 67
68
69 70