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
1751
$327K ﹤0.01%
4,949
-89
1752
$326K ﹤0.01%
6,003
-189
1753
$326K ﹤0.01%
8,535
-64
1754
$324K ﹤0.01%
2,050
+38
1755
$324K ﹤0.01%
47,398
-5,600
1756
$324K ﹤0.01%
13,470
-1,590
1757
$324K ﹤0.01%
6,125
-205
1758
$324K ﹤0.01%
25,942
-991
1759
$323K ﹤0.01%
24,346
+1,161
1760
$322K ﹤0.01%
17,561
-3,028
1761
$321K ﹤0.01%
27,952
+1,036
1762
$320K ﹤0.01%
+7,949
1763
$320K ﹤0.01%
12,287
-185
1764
$320K ﹤0.01%
9,910
-2,800
1765
$320K ﹤0.01%
9,394
+819
1766
$319K ﹤0.01%
12,955
-138
1767
$318K ﹤0.01%
+3,791
1768
$318K ﹤0.01%
+4,622
1769
$316K ﹤0.01%
24,222
+4,056
1770
$316K ﹤0.01%
11,914
+777
1771
$316K ﹤0.01%
8,222
+827
1772
$316K ﹤0.01%
+10,946
1773
$314K ﹤0.01%
+13,557
1774
$314K ﹤0.01%
18,050
+800
1775
$314K ﹤0.01%
5,490
+397
69 70
71
72 73