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
2151
$130K ﹤0.01%
32,349
+7,291
2152
$129K ﹤0.01%
34
+3
2153
$128K ﹤0.01%
21,000
-1,000
2154
$128K ﹤0.01%
+10,777
2155
$126K ﹤0.01%
12,267
2156
$126K ﹤0.01%
4,341
-4
2157
$125K ﹤0.01%
+10,016
2158
$125K ﹤0.01%
28,044
+1,770
2159
$124K ﹤0.01%
13,675
-2,000
2160
$124K ﹤0.01%
16,462
+2,296
2161
$123K ﹤0.01%
15,862
-769
2162
$123K ﹤0.01%
11,625
2163
$123K ﹤0.01%
+15,910
2164
$123K ﹤0.01%
18,700
+150
2165
$119K ﹤0.01%
+11,957
2166
$119K ﹤0.01%
11,449
2167
$116K ﹤0.01%
10,795
-290
2168
$115K ﹤0.01%
22,287
-1,368
2169
$115K ﹤0.01%
+3,247
2170
$115K ﹤0.01%
+18,800
2171
$113K ﹤0.01%
18,844
+219
2172
$110K ﹤0.01%
11,837
+100
2173
$109K ﹤0.01%
20,755
+3,890
2174
$108K ﹤0.01%
+10,450
2175
$107K ﹤0.01%
+11,057
85 86
87
88 89