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
576
$826K 0.02%
14,945
+184
577
$822K 0.02%
11,411
-1,805
578
$821K 0.02%
81,662
+36,002
579
$820K 0.02%
63,000
-950
580
$820K 0.02%
+13,273
581
$818K 0.02%
11,814
+3,568
582
$814K 0.02%
20,884
583
$814K 0.02%
14,472
+10,322
584
$814K 0.02%
11,800
+6,838
585
$813K 0.02%
18,348
+168
586
$812K 0.02%
44,954
+1,209
587
$812K 0.02%
37,831
+430
588
$812K 0.02%
22,039
+5,512
589
$812K 0.02%
20,797
-9,868
590
$811K 0.02%
19,153
+2,212
591
$810K 0.02%
22,916
+400
592
$810K 0.02%
35,092
-1,459
593
$807K 0.02%
7,076
-64
594
$807K 0.02%
11,752
-864
595
$803K 0.02%
82,785
+11,399
596
$803K 0.02%
14,886
-440
597
$790K 0.02%
+19,027
598
$789K 0.02%
25,537
+1,023
599
$788K 0.02%
7,451
-220
600
$785K 0.02%
25,898
+7,965
22 23
24
25 26