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
451
$1.18M 0.03%
11,560
+44
452
$1.18M 0.03%
51,870
+17,193
453
$1.18M 0.03%
193,781
-18,660
454
$1.18M 0.03%
84,985
+7,519
455
$1.17M 0.03%
71,150
-650
456
$1.17M 0.03%
+40,530
457
$1.17M 0.03%
10,330
+3,210
458
$1.16M 0.03%
52,717
-8,399
459
$1.16M 0.03%
24,067
+8,821
460
$1.16M 0.03%
8,227
+1,588
461
$1.16M 0.03%
408
+22
462
$1.15M 0.03%
12,319
+1,099
463
$1.15M 0.03%
14,541
+6,509
464
$1.14M 0.03%
14,780
+976
465
$1.14M 0.03%
22,857
-5,123
466
$1.14M 0.03%
17,102
+4,810
467
$1.14M 0.03%
35,254
+1,442
468
$1.13M 0.03%
+70,385
469
$1.13M 0.03%
49,546
+6,494
470
$1.12M 0.03%
48,863
-3,307
471
$1.11M 0.03%
445
+213
472
$1.11M 0.03%
77,419
+20,532
473
$1.11M 0.03%
11,816
+1,474
474
$1.1M 0.03%
12,116
+5,951
475
$1.1M 0.03%
21,459
+11,140
17 18
19
20 21