Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$457M 4.37%
1,761,772
+137,312
2
$307M 2.93%
5,907,928
+562,660
3
$226M 2.16%
4,766,208
+104,888
4
$189M 1.8%
662,534
+50,925
5
$166M 1.59%
1,148,822
+132,513
6
$148M 1.41%
2,648,693
-13,573
7
$138M 1.32%
1,703,842
+255,412
8
$135M 1.29%
1,511,360
+76,080
9
$128M 1.22%
1,604,259
-17,882
10
$111M 1.06%
393,800
-2,119
11
$106M 1.01%
588,817
+5,558
12
$88.3M 0.84%
1,501,678
+323,973
13
$85.6M 0.82%
725,952
+27,191
14
$85.1M 0.81%
3,393,926
+142,515
15
$83.9M 0.8%
417,439
+2,001
16
$81.4M 0.78%
705,274
-6,472
17
$80.9M 0.77%
737,436
+3,061
18
$79.3M 0.76%
1,939,221
+11,906
19
$73.1M 0.7%
1,720,942
+100,639
20
$66.8M 0.64%
1,275,453
+143,352
21
$63M 0.6%
1,252,086
+57,001
22
$59.6M 0.57%
827,415
+118,273
23
$59.3M 0.57%
2,502,506
+357,961
24
$59M 0.56%
1,368,056
+198,128
25
$58.9M 0.56%
227,389
+68,523
1
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