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
1851
$282K ﹤0.01%
+10,663
1852
$282K ﹤0.01%
+11,825
1853
$282K ﹤0.01%
6,723
+1
1854
$282K ﹤0.01%
2,556
-750
1855
$281K ﹤0.01%
9,754
1856
$280K ﹤0.01%
11,456
+3,618
1857
$280K ﹤0.01%
+5,428
1858
$279K ﹤0.01%
34,396
+10,146
1859
$279K ﹤0.01%
3,680
-2,584
1860
$279K ﹤0.01%
8,167
1861
$279K ﹤0.01%
13,828
+430
1862
$277K ﹤0.01%
15,569
+2,991
1863
$276K ﹤0.01%
3,593
+62
1864
$275K ﹤0.01%
5,883
+260
1865
$274K ﹤0.01%
2,395
-51
1866
$274K ﹤0.01%
12,284
-8,522
1867
$274K ﹤0.01%
3,319
+370
1868
$274K ﹤0.01%
32,164
-20,173
1869
$273K ﹤0.01%
10,453
+69
1870
$271K ﹤0.01%
15,928
+466
1871
$270K ﹤0.01%
29,420
+9,059
1872
$270K ﹤0.01%
2,575
+318
1873
$269K ﹤0.01%
4,566
+91
1874
$269K ﹤0.01%
12,781
+509
1875
$268K ﹤0.01%
67,511
+1,381
73 74
75
76 77