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
201
$10.2M 0.1%
93,000
+36,563
202
$10.2M 0.1%
218,639
+14,909
203
$10.2M 0.1%
323,458
-10,204
204
$10.1M 0.1%
189,531
+18,845
205
$10.1M 0.1%
90,571
-28,106
206
$9.99M 0.1%
185,924
-7,578
207
$9.97M 0.1%
112,784
-124
208
$9.95M 0.1%
95,783
+3,103
209
$9.92M 0.09%
104,264
+42,375
210
$9.72M 0.09%
374,250
+209,842
211
$9.56M 0.09%
226,745
+108,470
212
$9.54M 0.09%
366,757
+52,135
213
$9.4M 0.09%
105,316
-136,752
214
$9.38M 0.09%
47,503
-8,172
215
$9.32M 0.09%
21,492
+8,901
216
$9.31M 0.09%
71,840
+5,227
217
$9.25M 0.09%
123,418
+19,770
218
$9.24M 0.09%
99,014
+4,197
219
$9.23M 0.09%
239,214
+70,122
220
$9.23M 0.09%
21,143
+15,357
221
$9.22M 0.09%
82,479
+18,359
222
$9.2M 0.09%
257,051
+35,772
223
$9.18M 0.09%
5,260
+714
224
$9.12M 0.09%
158,773
+10,470
225
$9.09M 0.09%
203,428
+23,296
7 8
9
10 11