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
51
$13.8M 0.39%
121,313
+8,557
52
$13.8M 0.39%
143,138
+32,324
53
$13.7M 0.39%
252,259
+20,609
54
$12.9M 0.37%
320,373
+52,076
55
$12.1M 0.35%
115,607
+5,080
56
$12M 0.34%
154,375
+4,542
57
$11.4M 0.32%
74,137
+4,934
58
$11.3M 0.32%
191,470
+59,284
59
$11.2M 0.32%
729,591
-63,574
60
$11.2M 0.32%
136,272
-3,538
61
$11M 0.31%
79,937
-1,780
62
$11M 0.31%
270,498
+5,965
63
$11M 0.31%
260,630
+5,797
64
$10.9M 0.31%
359,585
+39,090
65
$10.9M 0.31%
223,036
-36,207
66
$10.7M 0.3%
660,082
+136,042
67
$10.6M 0.3%
126,968
+11,059
68
$10.6M 0.3%
80,860
-2,559
69
$10.6M 0.3%
337,765
-31,383
70
$10.4M 0.3%
186,902
+134,775
71
$10.3M 0.29%
242,729
+19,881
72
$10.3M 0.29%
128,107
+237
73
$10.3M 0.29%
247,442
+68,789
74
$10.2M 0.29%
156,978
+122,848
75
$10M 0.29%
334,746
+315,926
1 2
3
4 5