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
476
$1.09M 0.03%
57,031
+3,333
477
$1.09M 0.03%
81,091
-2,556
478
$1.09M 0.03%
22,062
-401
479
$1.09M 0.03%
6,854
-1,849
480
$1.09M 0.03%
29,945
+1,668
481
$1.09M 0.03%
115,401
-96,091
482
$1.08M 0.03%
+22,271
483
$1.08M 0.03%
6,736
+282
484
$1.07M 0.03%
85,230
+8,055
485
$1.07M 0.03%
9,222
-124
486
$1.06M 0.03%
10,393
+417
487
$1.06M 0.03%
12,865
+2,108
488
$1.06M 0.03%
22,020
489
$1.05M 0.03%
61,850
-2,090
490
$1.05M 0.03%
88,226
+8,758
491
$1.04M 0.03%
9,843
-85
492
$1.03M 0.03%
18,141
-644
493
$1.03M 0.03%
31,601
+646
494
$1.03M 0.03%
56,142
+27,356
495
$1.02M 0.03%
64,063
496
$1.02M 0.03%
7,293
+2,846
497
$1.02M 0.03%
55,785
-1,340
498
$1.02M 0.03%
14,899
+8,133
499
$1.02M 0.03%
44,119
-1,627
500
$1.02M 0.03%
17,430
-1,077
18 19
20
21 22