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
2201
$76K ﹤0.01%
17,985
+20
2202
$73K ﹤0.01%
4,700
-967
2203
$73K ﹤0.01%
+197
2204
$72K ﹤0.01%
15,912
+570
2205
$72K ﹤0.01%
2,009
2206
$72K ﹤0.01%
13,517
-1,735
2207
$71K ﹤0.01%
+21,771
2208
$66K ﹤0.01%
+4,378
2209
$66K ﹤0.01%
1,052
-15
2210
$66K ﹤0.01%
13,345
+900
2211
$63K ﹤0.01%
15,077
-902
2212
$63K ﹤0.01%
4,007
+114
2213
$62K ﹤0.01%
+11,352
2214
$61K ﹤0.01%
10,400
2215
$61K ﹤0.01%
11,414
+637
2216
$60K ﹤0.01%
+11,526
2217
$58K ﹤0.01%
10,000
2218
$58K ﹤0.01%
13,863
+2,225
2219
$58K ﹤0.01%
20,000
2220
$53K ﹤0.01%
5,536
-82,806
2221
$52K ﹤0.01%
20,703
-4
2222
$50K ﹤0.01%
20,771
2223
$49K ﹤0.01%
+440
2224
$48K ﹤0.01%
1,066
+83
2225
$45K ﹤0.01%
14,549
-41
87 88
89
90 91