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
$3.51B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,493
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.8M
3
+$11M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.9M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.6M

Top Sells

1
+$20.8M
2
+$13M
3
+$12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$9.56M

Sector Composition

1 Technology 5.15%
2 Financials 4.86%
3 Energy 4.71%
4 Healthcare 4.5%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.16M 0.09%
147,809
+14,710
227
$3.15M 0.09%
29,189
+1,826
228
$3.14M 0.09%
74,815
+3,973
229
$3.11M 0.09%
57,309
+873
230
$3.09M 0.09%
83,268
+5,302
231
$3.09M 0.09%
26,132
+7,349
232
$3.07M 0.09%
59,518
+3,921
233
$3.05M 0.09%
52,177
+5,157
234
$2.99M 0.09%
52,846
+5,125
235
$2.99M 0.09%
46,060
+33,441
236
$2.99M 0.09%
42,471
+33,937
237
$2.98M 0.08%
59,498
+46,742
238
$2.96M 0.08%
59,954
+6,180
239
$2.93M 0.08%
96,552
+3,920
240
$2.92M 0.08%
26,483
+1,363
241
$2.92M 0.08%
30,836
+281
242
$2.89M 0.08%
80,061
+2,159
243
$2.89M 0.08%
69,406
-183
244
$2.88M 0.08%
32,607
+472
245
$2.88M 0.08%
75,110
+10,232
246
$2.87M 0.08%
77,204
+26,122
247
$2.86M 0.08%
124,841
+23,879
248
$2.84M 0.08%
43,098
+26,068
249
$2.84M 0.08%
29,294
+1,903
250
$2.79M 0.08%
57,273
+2,068
8 9
10
11 12