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
151
$14.8M 0.14%
163,888
+4,692
152
$14.6M 0.14%
76,925
-6,307
153
$14.4M 0.14%
53,894
-1,031
154
$14.2M 0.14%
102,221
-24,365
155
$14.1M 0.14%
302,222
-44,945
156
$14.1M 0.14%
384,031
-38,916
157
$14.1M 0.13%
804,232
-285,840
158
$14M 0.13%
767,727
-57,387
159
$14M 0.13%
270,144
+28,803
160
$13.7M 0.13%
317,884
+32,498
161
$13.5M 0.13%
124,750
-693
162
$13.4M 0.13%
103,193
-49,451
163
$13.2M 0.13%
90,957
+3,315
164
$13.1M 0.13%
242,852
+16,934
165
$13M 0.12%
160,820
-4,625
166
$12.9M 0.12%
214,250
-963,500
167
$12.9M 0.12%
259,359
-8,495
168
$12.7M 0.12%
236,023
+74,208
169
$12.7M 0.12%
52,351
-2,011
170
$12.6M 0.12%
142,784
+72,708
171
$12.6M 0.12%
331,687
+51,037
172
$12.6M 0.12%
168,928
-675
173
$12.3M 0.12%
1,397,495
+40,340
174
$12.1M 0.12%
234,304
+62,740
175
$12.1M 0.12%
182,787
+48,799
5 6
7
8 9