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
1976
$230K ﹤0.01%
+9,717
1977
$230K ﹤0.01%
+4,417
1978
$229K ﹤0.01%
6,782
-312
1979
$229K ﹤0.01%
15,416
+2,076
1980
$228K ﹤0.01%
+3,706
1981
$227K ﹤0.01%
+1,345
1982
$227K ﹤0.01%
7,327
-810
1983
$226K ﹤0.01%
6,612
-799
1984
$226K ﹤0.01%
+1,509
1985
$226K ﹤0.01%
13,350
-1,650
1986
$225K ﹤0.01%
6,119
-1,831
1987
$225K ﹤0.01%
37,414
+1,459
1988
$225K ﹤0.01%
+2,485
1989
$225K ﹤0.01%
17,860
1990
$225K ﹤0.01%
11,682
-457
1991
$224K ﹤0.01%
+4,671
1992
$223K ﹤0.01%
+1,561
1993
$223K ﹤0.01%
+8,929
1994
$222K ﹤0.01%
+12,136
1995
$222K ﹤0.01%
2,032
-707
1996
$221K ﹤0.01%
8,202
-719
1997
$221K ﹤0.01%
+931
1998
$220K ﹤0.01%
+8,161
1999
$220K ﹤0.01%
12,089
-70
2000
$220K ﹤0.01%
5,514
-8,643
78 79
80
81 82