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
2051
$206K ﹤0.01%
983
-4,828
2052
$206K ﹤0.01%
8,066
-2,112
2053
$206K ﹤0.01%
+3,717
2054
$205K ﹤0.01%
+1,088
2055
$205K ﹤0.01%
16,922
+252
2056
$205K ﹤0.01%
4,048
-704
2057
$204K ﹤0.01%
+450
2058
$203K ﹤0.01%
23,746
-1,730
2059
$203K ﹤0.01%
+3,416
2060
$203K ﹤0.01%
+2,128
2061
$203K ﹤0.01%
21,038
+1,080
2062
$203K ﹤0.01%
14,310
-22,380
2063
$203K ﹤0.01%
24,351
-10,313
2064
$202K ﹤0.01%
+4,113
2065
$202K ﹤0.01%
+8,876
2066
$202K ﹤0.01%
+2,351
2067
$202K ﹤0.01%
+2,263
2068
$202K ﹤0.01%
+5,979
2069
$202K ﹤0.01%
+3,850
2070
$201K ﹤0.01%
+7,137
2071
$201K ﹤0.01%
10,648
-8,000
2072
$201K ﹤0.01%
4,056
-508
2073
$200K ﹤0.01%
15,740
+600
2074
$200K ﹤0.01%
1,401
-253
2075
$200K ﹤0.01%
6,448
+4,169
81 82
83
84 85