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
1776
$313K ﹤0.01%
42,875
-310
1777
$313K ﹤0.01%
3,546
-31
1778
$312K ﹤0.01%
3,927
+122
1779
$311K ﹤0.01%
7,773
1780
$311K ﹤0.01%
19,430
+4,891
1781
$310K ﹤0.01%
+3,133
1782
$310K ﹤0.01%
9,535
-13,372
1783
$310K ﹤0.01%
2,520
-849
1784
$310K ﹤0.01%
12,394
+77
1785
$309K ﹤0.01%
3,726
-224
1786
$309K ﹤0.01%
5,731
-9,950
1787
$309K ﹤0.01%
8,485
+1,300
1788
$308K ﹤0.01%
4,041
+107
1789
$307K ﹤0.01%
11,677
+326
1790
$306K ﹤0.01%
23,616
+1,230
1791
$306K ﹤0.01%
5,666
+174
1792
$305K ﹤0.01%
11,491
+474
1793
$304K ﹤0.01%
7,897
-328
1794
$304K ﹤0.01%
1,365
+117
1795
$303K ﹤0.01%
18,061
-789
1796
$303K ﹤0.01%
22,670
+104
1797
$302K ﹤0.01%
13,358
+381
1798
$302K ﹤0.01%
+10,518
1799
$302K ﹤0.01%
11,177
-205
1800
$301K ﹤0.01%
+3,051
70 71
72
73 74