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
1901
$257K ﹤0.01%
3,349
-896
1902
$257K ﹤0.01%
21,163
+2,131
1903
$257K ﹤0.01%
20,500
+8,000
1904
$257K ﹤0.01%
5,712
-1,930
1905
$256K ﹤0.01%
14,142
-450
1906
$256K ﹤0.01%
+8,727
1907
$254K ﹤0.01%
5,250
1908
$254K ﹤0.01%
+17,592
1909
$253K ﹤0.01%
23,550
+730
1910
$253K ﹤0.01%
+1,819
1911
$252K ﹤0.01%
10,272
-5,301
1912
$252K ﹤0.01%
5,242
+96
1913
$252K ﹤0.01%
+3,500
1914
$252K ﹤0.01%
+12,308
1915
$252K ﹤0.01%
9,273
+1,110
1916
$252K ﹤0.01%
27,082
+3,175
1917
$251K ﹤0.01%
+7,522
1918
$251K ﹤0.01%
10,982
-10
1919
$251K ﹤0.01%
21,603
+5,124
1920
$251K ﹤0.01%
10,823
-516
1921
$251K ﹤0.01%
18,919
1922
$249K ﹤0.01%
+10,646
1923
$249K ﹤0.01%
+10,283
1924
$249K ﹤0.01%
2,867
+138
1925
$248K ﹤0.01%
13,706
+1,444
75 76
77
78 79