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
1701
$356K ﹤0.01%
+8,987
1702
$355K ﹤0.01%
4,996
+106
1703
$355K ﹤0.01%
+19,557
1704
$355K ﹤0.01%
29,460
-3,703
1705
$355K ﹤0.01%
10,620
-302
1706
$354K ﹤0.01%
14,042
1707
$354K ﹤0.01%
6,016
-563
1708
$353K ﹤0.01%
3,724
+279
1709
$353K ﹤0.01%
5,949
+18
1710
$353K ﹤0.01%
12,260
+2,884
1711
$352K ﹤0.01%
4,276
+7
1712
$351K ﹤0.01%
3,089
-416
1713
$351K ﹤0.01%
+4,945
1714
$350K ﹤0.01%
8,563
-7,074
1715
$350K ﹤0.01%
9,728
-1,350
1716
$350K ﹤0.01%
28,446
+11
1717
$349K ﹤0.01%
11,238
+791
1718
$349K ﹤0.01%
+3,104
1719
$349K ﹤0.01%
3,410
-477
1720
$348K ﹤0.01%
7,934
-273
1721
$347K ﹤0.01%
11,132
-19
1722
$346K ﹤0.01%
13,339
+385
1723
$345K ﹤0.01%
17,956
-175
1724
$345K ﹤0.01%
7,321
-228
1725
$344K ﹤0.01%
10,783
+327
67 68
69
70 71