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
2076
$199K ﹤0.01%
29
2077
$193K ﹤0.01%
10,757
-300
2078
$193K ﹤0.01%
18,266
+9
2079
$192K ﹤0.01%
36,176
-4,261
2080
$191K ﹤0.01%
+11,159
2081
$190K ﹤0.01%
+10,864
2082
$188K ﹤0.01%
11,682
+382
2083
$188K ﹤0.01%
14,477
+1,525
2084
$188K ﹤0.01%
+13,462
2085
$188K ﹤0.01%
18,715
-1,265
2086
$187K ﹤0.01%
12,762
-376
2087
$186K ﹤0.01%
14,256
-5,897
2088
$185K ﹤0.01%
26,249
+11,209
2089
$185K ﹤0.01%
19,964
-1,545
2090
$185K ﹤0.01%
115,760
2091
$184K ﹤0.01%
19,286
+2,990
2092
$183K ﹤0.01%
236
+6
2093
$182K ﹤0.01%
11,037
+300
2094
$180K ﹤0.01%
14,495
+2,027
2095
$179K ﹤0.01%
15,167
2096
$179K ﹤0.01%
12,087
-1,233
2097
$178K ﹤0.01%
17,385
-1,207
2098
$177K ﹤0.01%
16,405
+83
2099
$177K ﹤0.01%
14,107
-400
2100
$176K ﹤0.01%
29,128
+655
82 83
84
85 86