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
1951
$239K ﹤0.01%
4,662
-1,251
1952
$239K ﹤0.01%
+16,197
1953
$239K ﹤0.01%
4,170
+1,219
1954
$239K ﹤0.01%
3,645
-1,801
1955
$239K ﹤0.01%
4,754
+119
1956
$238K ﹤0.01%
1,984
-343
1957
$238K ﹤0.01%
22,981
+950
1958
$237K ﹤0.01%
+4,074
1959
$237K ﹤0.01%
3,469
+3
1960
$237K ﹤0.01%
12,812
-556
1961
$237K ﹤0.01%
13,632
1962
$235K ﹤0.01%
+3,070
1963
$235K ﹤0.01%
8,405
+315
1964
$235K ﹤0.01%
24,575
-886
1965
$234K ﹤0.01%
+1,176
1966
$233K ﹤0.01%
11,101
+1,208
1967
$233K ﹤0.01%
17,153
+15
1968
$232K ﹤0.01%
+3,401
1969
$232K ﹤0.01%
12,694
-1,937
1970
$232K ﹤0.01%
5,575
-37
1971
$232K ﹤0.01%
10,683
+153
1972
$231K ﹤0.01%
9,721
+375
1973
$231K ﹤0.01%
+12,469
1974
$231K ﹤0.01%
+7,381
1975
$231K ﹤0.01%
+4,909
77 78
79
80 81