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
526
$931K 0.03%
24,308
+14,675
527
$931K 0.03%
7,896
-555
528
$930K 0.03%
17,164
-787
529
$930K 0.03%
11,485
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530
$927K 0.03%
27,663
+17,747
531
$920K 0.03%
18,534
+1,669
532
$917K 0.03%
17,666
-1,794
533
$915K 0.03%
16,621
+5,867
534
$915K 0.03%
5,910
+378
535
$914K 0.03%
37,621
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536
$910K 0.03%
8,141
+1,008
537
$910K 0.03%
15,384
-852
538
$909K 0.03%
86,573
+25,530
539
$908K 0.03%
23,612
+1,668
540
$904K 0.03%
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541
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55,355
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542
$897K 0.03%
17,018
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543
$896K 0.03%
14,846
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544
$892K 0.03%
24,762
-431
545
$890K 0.03%
4,928
+1,429
546
$885K 0.03%
41,948
+21,518
547
$884K 0.03%
20,994
+2,445
548
$879K 0.03%
14,072
+937
549
$875K 0.02%
66,572
+40,637
550
$874K 0.02%
9,001
-174
20 21
22
23 24