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
2176
$106K ﹤0.01%
12,885
-101
2177
$105K ﹤0.01%
72
2178
$105K ﹤0.01%
1,875
+131
2179
$104K ﹤0.01%
12,000
2180
$102K ﹤0.01%
51,647
-3,760
2181
$102K ﹤0.01%
11,908
+137
2182
$102K ﹤0.01%
+10,828
2183
$101K ﹤0.01%
15,512
-870
2184
$100K ﹤0.01%
11,947
-126
2185
$99K ﹤0.01%
6
-1
2186
$98K ﹤0.01%
11,082
+38
2187
$95K ﹤0.01%
14,864
+263
2188
$93K ﹤0.01%
13,245
-2,991
2189
$90K ﹤0.01%
+12,210
2190
$90K ﹤0.01%
2,487
+100
2191
$88K ﹤0.01%
6,936
-183
2192
$88K ﹤0.01%
89,100
2193
$87K ﹤0.01%
11,058
-2,086
2194
$84K ﹤0.01%
+343
2195
$82K ﹤0.01%
17,652
-3,036
2196
$79K ﹤0.01%
11,645
+1,270
2197
$78K ﹤0.01%
11,229
-2,369
2198
$77K ﹤0.01%
58,770
-1,112
2199
$76K ﹤0.01%
14,223
+532
2200
$76K ﹤0.01%
13,658
-4,100
86 87
88
89 90