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
276
$2.35M 0.07%
25,495
-644
277
$2.34M 0.07%
21,646
+603
278
$2.32M 0.07%
30,921
+3,425
279
$2.31M 0.07%
92,631
+2,439
280
$2.29M 0.07%
137,925
-12,435
281
$2.28M 0.06%
87,373
+2,264
282
$2.27M 0.06%
25,949
-1,790
283
$2.27M 0.06%
60,622
+19,881
284
$2.27M 0.06%
94,680
-566
285
$2.26M 0.06%
44,984
+1,770
286
$2.26M 0.06%
62,391
+3,413
287
$2.26M 0.06%
71,967
+3,231
288
$2.25M 0.06%
189,676
+16,890
289
$2.25M 0.06%
101,636
-18,388
290
$2.24M 0.06%
41,363
+10,564
291
$2.24M 0.06%
44,336
+12,499
292
$2.24M 0.06%
197,477
+79,090
293
$2.22M 0.06%
29,520
+5,211
294
$2.21M 0.06%
28,254
-265
295
$2.21M 0.06%
53,214
-9,317
296
$2.2M 0.06%
40,882
+1,545
297
$2.17M 0.06%
116,784
+6,301
298
$2.17M 0.06%
41,710
+1,082
299
$2.17M 0.06%
80,705
+40,366
300
$2.17M 0.06%
21,404
+2,252
10 11
12
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