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
1726
$344K ﹤0.01%
27,228
-8,248
1727
$342K ﹤0.01%
+6,316
1728
$342K ﹤0.01%
20,505
-11,942
1729
$342K ﹤0.01%
20,891
+1,211
1730
$341K ﹤0.01%
5,747
+45
1731
$341K ﹤0.01%
6,273
-249
1732
$340K ﹤0.01%
14,400
-1,232
1733
$340K ﹤0.01%
13,727
+397
1734
$339K ﹤0.01%
15,014
+895
1735
$339K ﹤0.01%
10,634
+388
1736
$338K ﹤0.01%
52,163
-9,023
1737
$337K ﹤0.01%
27,878
+1,459
1738
$336K ﹤0.01%
1,609
+25
1739
$336K ﹤0.01%
24,408
-20,542
1740
$336K ﹤0.01%
1,849
+175
1741
$335K ﹤0.01%
7,225
-75
1742
$332K ﹤0.01%
+8,891
1743
$332K ﹤0.01%
+10,409
1744
$332K ﹤0.01%
10,107
+138
1745
$330K ﹤0.01%
13,695
+3,602
1746
$330K ﹤0.01%
3,351
-148
1747
$330K ﹤0.01%
11,501
+3
1748
$329K ﹤0.01%
3,475
-54
1749
$328K ﹤0.01%
7,359
+1,784
1750
$328K ﹤0.01%
7,963
+1,063
68 69
70
71 72