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 4.92%
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
2276
– –
-21,157
2277
– –
-35,752
2278
– –
-4,979
2279
– –
-10,837
2280
– –
-3,047
2281
– –
-614
2282
– –
-3,430
2283
– –
-7,242
2284
– –
-187,550
2285
– –
-20,711
2286
– –
-5,642
2287
– –
-2,750
2288
– –
-1,971
2289
– –
-7,731
2290
– –
-24,043
2291
– –
-48,733
2292
– –
-10,442
2293
– –
-18,260
2294
– –
-11,209
2295
– –
-20,324
2296
– –
-20,758
2297
– –
-1,100
2298
– –
-34,746
2299
– –
-10,224
2300
– –
-161,683
90 91
92
93 94