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
1826
$294K ﹤0.01%
15,535
1827
$294K ﹤0.01%
22,430
+18
1828
$293K ﹤0.01%
5,881
+350
1829
$293K ﹤0.01%
7,385
-4
1830
$293K ﹤0.01%
4,090
+301
1831
$292K ﹤0.01%
14,372
+325
1832
$291K ﹤0.01%
36,843
+30
1833
$290K ﹤0.01%
4,515
-171
1834
$290K ﹤0.01%
+2,694
1835
$289K ﹤0.01%
7,124
+2
1836
$289K ﹤0.01%
7,212
+254
1837
$288K ﹤0.01%
33,157
+4,682
1838
$287K ﹤0.01%
7,113
+53
1839
$287K ﹤0.01%
+14,257
1840
$287K ﹤0.01%
+69,945
1841
$286K ﹤0.01%
5,076
+341
1842
$285K ﹤0.01%
+8,119
1843
$285K ﹤0.01%
+3,511
1844
$285K ﹤0.01%
+5,658
1845
$285K ﹤0.01%
7,175
+407
1846
$284K ﹤0.01%
26,352
+4,519
1847
$283K ﹤0.01%
5,679
+520
1848
$283K ﹤0.01%
6,998
+944
1849
$282K ﹤0.01%
5,030
+1,120
1850
$282K ﹤0.01%
5,763
-1,312
72 73
74
75 76