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
76
$10M 0.28%
75,326
+25,182
77
$9.89M 0.28%
344,589
+11,625
78
$9.81M 0.28%
72,402
+10,494
79
$9.81M 0.28%
152,106
-546
80
$9.71M 0.28%
101,568
+766
81
$9.59M 0.27%
122,692
+5,662
82
$9.52M 0.27%
97,704
-1,429
83
$9.25M 0.26%
184,962
-2,279
84
$9.15M 0.26%
154,340
+7,182
85
$9.02M 0.26%
164,535
+1,653
86
$8.81M 0.25%
+4,130
87
$8.7M 0.25%
96,014
+16,225
88
$8.69M 0.25%
304,860
-43,804
89
$8.47M 0.24%
56,443
+19,960
90
$8.03M 0.23%
86,706
-20,520
91
$7.98M 0.23%
73,000
+10,284
92
$7.84M 0.22%
284,670
+18,207
93
$7.78M 0.22%
128,395
-5,723
94
$7.74M 0.22%
58,760
+5,828
95
$7.59M 0.22%
69,338
+1,109
96
$7.53M 0.21%
274,641
+20,886
97
$7.51M 0.21%
93,839
+17,350
98
$7.49M 0.21%
120,277
+6,690
99
$7.48M 0.21%
94,275
+67,363
100
$7.36M 0.21%
94,923
+5,283
2 3
4
5 6