Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
26
$22.2M 0.63%
215,673
+35,769
27
$22.2M 0.63%
220,586
+6,400
28
$21.9M 0.62%
290,135
+215,353
29
$21.6M 0.62%
264,181
+14,302
30
$20.8M 0.59%
323,668
+16,187
31
$19.9M 0.56%
408,255
+18,325
32
$19.8M 0.56%
111,380
+7,152
33
$19.7M 0.56%
369,327
+69,339
34
$19.3M 0.55%
627,108
+59,631
35
$19.1M 0.54%
225,187
+173,888
36
$19.1M 0.54%
156,615
+89,618
37
$18.3M 0.52%
212,516
+47,323
38
$18.3M 0.52%
371,176
-15,245
39
$18M 0.51%
360,310
-17,870
40
$18M 0.51%
544,659
+10,995
41
$17.9M 0.51%
64,645
+898
42
$16.9M 0.48%
177,505
-27,191
43
$16.7M 0.48%
159,319
+10,986
44
$16.2M 0.46%
223,254
+64,218
45
$16.1M 0.46%
144,928
+34,015
46
$15.9M 0.45%
233,404
-3,989
47
$15.6M 0.45%
137,751
+19,789
48
$14.8M 0.42%
364,379
-296
49
$14.3M 0.41%
375,745
+27,831
50
$14M 0.4%
340,457
+53,891
1
2
3 4 5