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
2251
$18K ﹤0.01%
31,350
2252
$18K ﹤0.01%
2,260
2253
$16K ﹤0.01%
5,905
-32
2254
$15K ﹤0.01%
850
2255
$13K ﹤0.01%
6,876
+79
2256
$13K ﹤0.01%
21,512
2257
$12K ﹤0.01%
13,500
2258
$11K ﹤0.01%
466
2259
$11K ﹤0.01%
45
-53
2260
$10K ﹤0.01%
878
-185
2261
$9K ﹤0.01%
1,065
2262
$8K ﹤0.01%
11,826
-917
2263
$5K ﹤0.01%
+27
2264
$5K ﹤0.01%
+10,910
2265
$4K ﹤0.01%
11,000
2266
– –
-7,476
2267
– –
-3,522
2268
– –
-11,173
2269
– –
-10,442
2270
– –
-18,260
2271
– –
-10,372
2272
– –
-10,000
2273
– –
-12,846
2274
– –
-12,414
2275
– –
-16,371
89 90
91
92 93