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
251
$2.77M 0.08%
37,178
+1,848
252
$2.77M 0.08%
71,889
+28,205
253
$2.72M 0.08%
323,196
-3,120
254
$2.71M 0.08%
62,446
-14,554
255
$2.7M 0.08%
190,828
+13,604
256
$2.65M 0.08%
93,246
-22,079
257
$2.64M 0.08%
97,425
-23,041
258
$2.64M 0.08%
123,706
+48,698
259
$2.58M 0.07%
113,906
+3,642
260
$2.57M 0.07%
103,292
+3,546
261
$2.56M 0.07%
86,359
+2,655
262
$2.53M 0.07%
25,096
+1,032
263
$2.51M 0.07%
21,953
+606
264
$2.5M 0.07%
23,474
+9,140
265
$2.49M 0.07%
44,047
-3,394
266
$2.49M 0.07%
251,170
+27,083
267
$2.45M 0.07%
162,060
-30,480
268
$2.43M 0.07%
86,208
-782
269
$2.43M 0.07%
28,396
-200
270
$2.42M 0.07%
24,642
-7,910
271
$2.41M 0.07%
23,755
-362
272
$2.4M 0.07%
46,172
+540
273
$2.4M 0.07%
78,015
+8,605
274
$2.4M 0.07%
66,797
+21,600
275
$2.39M 0.07%
115,279
+55,057
9 10
11
12 13