Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$34.3M
2
+$28.5M
3
+$24.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.4M
5
BND icon
Vanguard Total Bond Market
BND
+$20.4M

Top Sells

1
+$58M
2
+$32.9M
3
+$23.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$14.2M

Sector Composition

1 Technology 6.32%
2 Financials 4.92%
3 Healthcare 4.22%
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%
2,260
2252
$18K ﹤0.01%
31,350
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%
9
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%
+10,910
2264
$5K ﹤0.01%
+27
2265
$4K ﹤0.01%
11,000
2266
– –
-1,855
2267
– –
-3,500
2268
– –
-80,969
2269
– –
-84,481
2270
– –
-50,215
2271
– –
-5,695
2272
– –
-8,373
2273
– –
-12,503
2274
– –
-4,303
2275
– –
-10,372
89 90
91
92 93