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
2126
$157K ﹤0.01%
+12,067
2127
$157K ﹤0.01%
10,200
-9,444
2128
$156K ﹤0.01%
+16,198
2129
$156K ﹤0.01%
+11,113
2130
$155K ﹤0.01%
10,481
+17
2131
$154K ﹤0.01%
58,862
+40,481
2132
$153K ﹤0.01%
12,400
-3,668
2133
$153K ﹤0.01%
15,671
+791
2134
$150K ﹤0.01%
12,166
+15
2135
$148K ﹤0.01%
+12,406
2136
$148K ﹤0.01%
11,414
-2,620
2137
$147K ﹤0.01%
12,380
2138
$145K ﹤0.01%
33,343
-1,846
2139
$143K ﹤0.01%
12,304
+583
2140
$143K ﹤0.01%
+10,514
2141
$142K ﹤0.01%
+14,275
2142
$142K ﹤0.01%
12,555
-285
2143
$140K ﹤0.01%
+12,025
2144
$138K ﹤0.01%
2,600
-11,908
2145
$138K ﹤0.01%
12,071
-84
2146
$137K ﹤0.01%
11,054
-134
2147
$134K ﹤0.01%
+10,267
2148
$132K ﹤0.01%
14,144
-215
2149
$132K ﹤0.01%
3,654
+1,342
2150
$130K ﹤0.01%
39,111
-906
84 85
86
87 88