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
376
$1.47M 0.04%
65,259
-1,053
377
$1.47M 0.04%
28,690
+5,664
378
$1.47M 0.04%
19,148
+3,144
379
$1.47M 0.04%
23,699
+8,227
380
$1.46M 0.04%
41,873
-2,687
381
$1.46M 0.04%
8,794
+372
382
$1.45M 0.04%
30,361
+1,837
383
$1.44M 0.04%
29,804
+389
384
$1.44M 0.04%
30,273
+6,621
385
$1.44M 0.04%
13,007
+56
386
$1.43M 0.04%
41,421
+5,590
387
$1.42M 0.04%
14,931
+336
388
$1.41M 0.04%
27,888
+2,819
389
$1.4M 0.04%
32,088
+411
390
$1.4M 0.04%
26,562
+161
391
$1.4M 0.04%
126,094
+5,308
392
$1.39M 0.04%
96,591
-6,315
393
$1.39M 0.04%
19,589
-1,708
394
$1.39M 0.04%
19,039
+495
395
$1.39M 0.04%
18,379
+656
396
$1.39M 0.04%
32,227
-239
397
$1.39M 0.04%
57,730
-5,075
398
$1.39M 0.04%
11,467
+343
399
$1.37M 0.04%
49,518
+8,911
400
$1.37M 0.04%
73,746
-2,633
14 15
16
17 18