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
351
$1.62M 0.05%
36,628
+4,067
352
$1.62M 0.05%
45,544
-18,160
353
$1.61M 0.05%
69,307
+4,241
354
$1.6M 0.05%
109,288
+52,864
355
$1.58M 0.05%
49,356
-48,818
356
$1.57M 0.04%
63,584
+448
357
$1.57M 0.04%
31,805
+9,629
358
$1.56M 0.04%
60,230
+1,295
359
$1.56M 0.04%
11,514
+295
360
$1.56M 0.04%
+46,551
361
$1.55M 0.04%
115,906
-29,638
362
$1.54M 0.04%
27,558
-6,010
363
$1.54M 0.04%
48,375
-1,050
364
$1.53M 0.04%
34,527
+3,497
365
$1.52M 0.04%
49,122
-5,912
366
$1.5M 0.04%
49,071
+100
367
$1.5M 0.04%
59,250
+604
368
$1.5M 0.04%
62,740
+8,016
369
$1.49M 0.04%
61,334
-9,483
370
$1.49M 0.04%
18,311
+478
371
$1.49M 0.04%
35,664
-2,091
372
$1.48M 0.04%
33,819
+3,278
373
$1.48M 0.04%
12,726
-200
374
$1.48M 0.04%
13,119
-553
375
$1.48M 0.04%
3,494
-1,265
13 14
15
16 17