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
1801
$301K ﹤0.01%
+11,091
1802
$300K ﹤0.01%
12,518
+3,472
1803
$300K ﹤0.01%
10,955
+455
1804
$299K ﹤0.01%
78,069
+795
1805
$299K ﹤0.01%
+5,709
1806
$299K ﹤0.01%
11,999
-623
1807
$298K ﹤0.01%
9,208
+177
1808
$298K ﹤0.01%
5,364
+1,077
1809
$298K ﹤0.01%
7,684
-3,492
1810
$297K ﹤0.01%
11,521
+1,311
1811
$296K ﹤0.01%
11,229
-2,940
1812
$296K ﹤0.01%
21,293
+1,263
1813
$296K ﹤0.01%
56,356
+10,533
1814
$296K ﹤0.01%
1,792
-240
1815
$296K ﹤0.01%
14,702
+459
1816
$295K ﹤0.01%
5,418
+491
1817
$295K ﹤0.01%
6,367
+600
1818
$295K ﹤0.01%
9,106
-798
1819
$295K ﹤0.01%
+9,123
1820
$295K ﹤0.01%
33,862
+108
1821
$295K ﹤0.01%
2,469
-553
1822
$294K ﹤0.01%
10,370
+873
1823
$294K ﹤0.01%
4,726
-604
1824
$294K ﹤0.01%
+7,242
1825
$294K ﹤0.01%
14,174
+14
71 72
73
74 75