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
176
$12M 0.12%
160,885
-9,881
177
$12M 0.12%
249,252
+1,324
178
$12M 0.12%
109,893
+1,302
179
$12M 0.11%
75,603
+10,590
180
$11.8M 0.11%
165,560
-6,275
181
$11.7M 0.11%
39
182
$11.6M 0.11%
111,542
-1,361
183
$11.5M 0.11%
171,762
+303
184
$11.5M 0.11%
380,062
+128,116
185
$11.4M 0.11%
224,228
-280,828
186
$11.2M 0.11%
250,623
+30,764
187
$11M 0.1%
65,512
+4,311
188
$10.7M 0.1%
344,103
+65,201
189
$10.7M 0.1%
267,952
-15,112
190
$10.7M 0.1%
203,183
-92
191
$10.7M 0.1%
139,243
+4,350
192
$10.7M 0.1%
30,860
-1,605
193
$10.7M 0.1%
95,859
+51,582
194
$10.6M 0.1%
170,320
-1,042
195
$10.5M 0.1%
282,236
+34,831
196
$10.5M 0.1%
221,084
-9,611
197
$10.5M 0.1%
219,703
+12,339
198
$10.4M 0.1%
201,405
+11,140
199
$10.4M 0.1%
57,191
-1,917
200
$10.3M 0.1%
191,642
-5,107
6 7
8
9 10