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
2226
$45K ﹤0.01%
260
+13
2227
$43K ﹤0.01%
25,869
2228
$43K ﹤0.01%
+21,547
2229
$42K ﹤0.01%
16,677
+6,667
2230
$40K ﹤0.01%
11,102
2231
$40K ﹤0.01%
13,100
2232
$36K ﹤0.01%
21,574
+2,143
2233
$34K ﹤0.01%
+16,540
2234
$33K ﹤0.01%
13,600
-177,564
2235
$32K ﹤0.01%
19,045
-600
2236
$32K ﹤0.01%
12,156
+152
2237
$31K ﹤0.01%
4,609
2238
$31K ﹤0.01%
22,634
2239
$30K ﹤0.01%
+12,200
2240
– –
0
2241
$28K ﹤0.01%
13,870
+125
2242
$28K ﹤0.01%
27,060
+326
2243
$27K ﹤0.01%
11,904
+3
2244
$24K ﹤0.01%
4,308
-47
2245
$24K ﹤0.01%
644
-78
2246
$22K ﹤0.01%
+2,731
2247
$20K ﹤0.01%
1,286
+152
2248
$19K ﹤0.01%
1,207
-380
2249
$19K ﹤0.01%
750
2250
$19K ﹤0.01%
10,016
88 89
90
91 92