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
1926
$248K ﹤0.01%
+4,647
1927
$248K ﹤0.01%
+12,904
1928
$248K ﹤0.01%
+5,876
1929
$248K ﹤0.01%
+9,903
1930
$247K ﹤0.01%
24,773
-2,314
1931
$247K ﹤0.01%
15,966
-512
1932
$247K ﹤0.01%
+9,188
1933
$246K ﹤0.01%
3,481
-114
1934
$245K ﹤0.01%
9,657
+320
1935
$245K ﹤0.01%
8,074
-4,252
1936
$245K ﹤0.01%
23,594
+470
1937
$245K ﹤0.01%
18,269
+2,069
1938
$245K ﹤0.01%
85,338
+1,436
1939
$244K ﹤0.01%
6,419
+447
1940
$243K ﹤0.01%
5,121
-311
1941
$243K ﹤0.01%
+10,184
1942
$243K ﹤0.01%
32,668
+4,566
1943
$243K ﹤0.01%
+3,874
1944
$242K ﹤0.01%
18,029
+30
1945
$241K ﹤0.01%
87,678
+4,175
1946
$241K ﹤0.01%
6,166
-1,286
1947
$241K ﹤0.01%
11,997
-12,866
1948
$240K ﹤0.01%
+7,039
1949
$240K ﹤0.01%
3,071
+81
1950
$240K ﹤0.01%
5,395
-813
76 77
78
79 80