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
2301
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-7,459
2302
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2303
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2304
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-14,674
2305
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2307
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2308
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-10,837
2309
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-3,047
2310
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2311
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2312
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-7,242
2313
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-187,550
2314
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-20,711
2315
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2316
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-2,750
2317
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2318
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2319
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2320
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2321
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-16,498
2322
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2323
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-10,441
2324
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2325
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-7,476
91 92
93
94 95