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
401
$1.37M 0.04%
27,620
+3,842
402
$1.37M 0.04%
24,971
-18,576
403
$1.37M 0.04%
33,715
-154
404
$1.37M 0.04%
21,620
+647
405
$1.36M 0.04%
36,507
+9,703
406
$1.36M 0.04%
38,829
-3,802
407
$1.36M 0.04%
33,220
-830
408
$1.36M 0.04%
9,709
+405
409
$1.35M 0.04%
45,774
-3,006
410
$1.35M 0.04%
24,792
+6,809
411
$1.35M 0.04%
47,590
-22
412
$1.35M 0.04%
21,719
-48
413
$1.33M 0.04%
63,795
-295
414
$1.33M 0.04%
9,021
+2,097
415
$1.32M 0.04%
41,787
+4,951
416
$1.32M 0.04%
29,203
+2,213
417
$1.31M 0.04%
46,395
+32,097
418
$1.31M 0.04%
21,252
+6,666
419
$1.31M 0.04%
26,530
+377
420
$1.31M 0.04%
+94,787
421
$1.31M 0.04%
53,572
+3,367
422
$1.29M 0.04%
12,809
-122
423
$1.29M 0.04%
44,580
+309
424
$1.29M 0.04%
15,282
-4,228
425
$1.28M 0.04%
20,749
+3,050
15 16
17
18 19