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
426
$1.28M 0.04%
12,504
-815
427
$1.27M 0.04%
38,283
+18,316
428
$1.27M 0.04%
25,657
+5,309
429
$1.26M 0.04%
20,912
-147
430
$1.26M 0.04%
19,304
+1,622
431
$1.26M 0.04%
16,653
-5,686
432
$1.26M 0.04%
23,605
+172
433
$1.26M 0.04%
19,736
+4,524
434
$1.25M 0.04%
20,887
-6,932
435
$1.25M 0.04%
269,805
-33,900
436
$1.24M 0.04%
13,205
+250
437
$1.24M 0.04%
39,068
+3,078
438
$1.24M 0.04%
16,875
+1,901
439
$1.24M 0.04%
15,405
-93
440
$1.23M 0.04%
23,390
+3,200
441
$1.23M 0.03%
48,335
+6,673
442
$1.23M 0.03%
40,250
+6,437
443
$1.22M 0.03%
24,997
+542
444
$1.21M 0.03%
11,747
+9
445
$1.2M 0.03%
80,221
+8,652
446
$1.2M 0.03%
115,744
+19,888
447
$1.19M 0.03%
27,260
+448
448
$1.19M 0.03%
22,078
+2,250
449
$1.19M 0.03%
23,248
+922
450
$1.18M 0.03%
19,800
+525
16 17
18
19 20