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
101
$7.24M 0.21%
163,645
+6,247
102
$7.03M 0.2%
61,868
+2,432
103
$6.86M 0.2%
+624,897
104
$6.79M 0.19%
241,125
+981
105
$6.79M 0.19%
62,622
-93,970
106
$6.72M 0.19%
68,486
+14,982
107
$6.72M 0.19%
278,800
-96,698
108
$6.69M 0.19%
154,624
+456
109
$6.67M 0.19%
201,734
+104,178
110
$6.62M 0.19%
149,058
-9,433
111
$6.59M 0.19%
124,812
+8,606
112
$6.57M 0.19%
+284,577
113
$6.51M 0.19%
197,760
+44,392
114
$6.49M 0.18%
234,502
+23,404
115
$6.41M 0.18%
85,119
-774
116
$6.4M 0.18%
144,527
-20,135
117
$6.33M 0.18%
300,793
-9,461
118
$6.25M 0.18%
134,789
-11,582
119
$6.2M 0.18%
130,974
+11,502
120
$6.2M 0.18%
74,864
-15,024
121
$6.06M 0.17%
124,317
-267,049
122
$5.94M 0.17%
90,774
+16,126
123
$5.94M 0.17%
182,947
+22,907
124
$5.87M 0.17%
27
+1
125
$5.84M 0.17%
76,068
+7,212
3 4
5
6 7