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
1876
$267K ﹤0.01%
13,314
-2,422
1877
$267K ﹤0.01%
5,551
+544
1878
$267K ﹤0.01%
+11,354
1879
$266K ﹤0.01%
2,932
+76
1880
$266K ﹤0.01%
+12,926
1881
$266K ﹤0.01%
36,347
+1,000
1882
$265K ﹤0.01%
7,554
-206
1883
$265K ﹤0.01%
11,528
-159
1884
$265K ﹤0.01%
18,868
+1,900
1885
$265K ﹤0.01%
+4,479
1886
$265K ﹤0.01%
16,925
+155
1887
$265K ﹤0.01%
2,975
-400
1888
$263K ﹤0.01%
4,789
-1,166
1889
$262K ﹤0.01%
+1,652
1890
$261K ﹤0.01%
7,088
-17,805
1891
$261K ﹤0.01%
27,831
-2,473
1892
$261K ﹤0.01%
6,880
+260
1893
$261K ﹤0.01%
+2,469
1894
$260K ﹤0.01%
40,670
+33
1895
$259K ﹤0.01%
6,598
-1,665
1896
$259K ﹤0.01%
+5,689
1897
$258K ﹤0.01%
+127
1898
$258K ﹤0.01%
9,895
-34,122
1899
$258K ﹤0.01%
+5,326
1900
$257K ﹤0.01%
+6,688
74 75
76
77 78