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
701
$610K 0.02%
25,986
+6,861
702
$606K 0.02%
12,454
+5,778
703
$604K 0.02%
67,146
-8,568
704
$603K 0.02%
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+831
705
$601K 0.02%
14,381
+55
706
$601K 0.02%
22,585
+9,190
707
$600K 0.02%
+61,277
708
$599K 0.02%
5,167
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709
$598K 0.02%
13,759
+1,440
710
$597K 0.02%
7,606
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711
$597K 0.02%
7,024
-20
712
$596K 0.02%
14,376
+1,780
713
$596K 0.02%
108,819
-5,154
714
$592K 0.02%
13,338
-671
715
$589K 0.02%
21,858
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716
$586K 0.02%
27,752
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717
$585K 0.02%
17,859
-3,396
718
$579K 0.02%
3,341
+79
719
$578K 0.02%
9,438
+133
720
$576K 0.02%
7,287
-562
721
$576K 0.02%
11,801
+213
722
$574K 0.02%
9,447
+1,106
723
$573K 0.02%
59,931
+11,565
724
$573K 0.02%
64,033
-830
725
$571K 0.02%
5,123
-10,099
27 28
29
30 31