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
2101
$176K ﹤0.01%
+12,353
2102
$176K ﹤0.01%
11,135
+546
2103
$176K ﹤0.01%
12,522
+7
2104
$175K ﹤0.01%
20,057
-838
2105
$175K ﹤0.01%
31,056
-522
2106
$174K ﹤0.01%
45,735
+10,349
2107
$173K ﹤0.01%
12,295
+5
2108
$173K ﹤0.01%
16,003
-116,581
2109
$173K ﹤0.01%
30,405
+3
2110
$172K ﹤0.01%
+11,002
2111
$171K ﹤0.01%
12,810
+325
2112
$169K ﹤0.01%
+275
2113
$168K ﹤0.01%
12,800
2114
$166K ﹤0.01%
+10,158
2115
$165K ﹤0.01%
18,600
+600
2116
$165K ﹤0.01%
53,886
-34,293
2117
$164K ﹤0.01%
+10,686
2118
$163K ﹤0.01%
17,012
+5,696
2119
$162K ﹤0.01%
7,614
-1,051
2120
$161K ﹤0.01%
10,611
-1,229
2121
$161K ﹤0.01%
+4,904
2122
$159K ﹤0.01%
3,241
+251
2123
$159K ﹤0.01%
11,572
+1,467
2124
$158K ﹤0.01%
145,264
-3,037
2125
$158K ﹤0.01%
15,865
+5,573
83 84
85
86 87