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
301
$2.15M 0.06%
32,278
+2,252
302
$2.15M 0.06%
25,805
+10,434
303
$2.15M 0.06%
56,346
+6,069
304
$2.13M 0.06%
49,790
+2,434
305
$2.12M 0.06%
48,291
+7,575
306
$2.11M 0.06%
22,669
-713
307
$2.08M 0.06%
87,321
-4,623
308
$2.08M 0.06%
35,230
+13,549
309
$2.07M 0.06%
19,100
+716
310
$2.06M 0.06%
9,905
+1,838
311
$2.06M 0.06%
18,825
-2,198
312
$2.03M 0.06%
118,290
+3,134
313
$2M 0.06%
139,525
-1,443
314
$2M 0.06%
8,827
-496
315
$1.98M 0.06%
59,466
-4,233
316
$1.98M 0.06%
20,420
+2,222
317
$1.97M 0.06%
43,845
-759
318
$1.97M 0.06%
26,835
+2,977
319
$1.96M 0.06%
129,147
+11,565
320
$1.94M 0.06%
74,027
+2,780
321
$1.94M 0.06%
17,255
+8,241
322
$1.93M 0.06%
43,304
+10,701
323
$1.93M 0.05%
81,460
-4,430
324
$1.92M 0.05%
97,977
+25,548
325
$1.92M 0.05%
+53,276
11 12
13
14 15