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
326
$1.92M 0.05%
23,044
+2,268
327
$1.91M 0.05%
37,639
-4,026
328
$1.9M 0.05%
144,933
+39,120
329
$1.89M 0.05%
32,974
+1,796
330
$1.88M 0.05%
101,773
-5
331
$1.87M 0.05%
42,927
+10,013
332
$1.87M 0.05%
48,406
+664
333
$1.84M 0.05%
20,104
+4,024
334
$1.81M 0.05%
43,044
+1,260
335
$1.79M 0.05%
128,764
+100,157
336
$1.75M 0.05%
28,816
-312
337
$1.75M 0.05%
42,275
+7,990
338
$1.74M 0.05%
12,570
+2,250
339
$1.74M 0.05%
32,993
+2,164
340
$1.73M 0.05%
67,553
-2,690
341
$1.71M 0.05%
90,324
+7,293
342
$1.67M 0.05%
44,250
+7,318
343
$1.67M 0.05%
134,080
+96,358
344
$1.66M 0.05%
40,731
-8,664
345
$1.66M 0.05%
1,428
+935
346
$1.66M 0.05%
46,110
+412
347
$1.65M 0.05%
48,952
+6,133
348
$1.64M 0.05%
60,856
-2,030
349
$1.64M 0.05%
47,508
-11,468
350
$1.63M 0.05%
23,956
-64
12 13
14
15 16