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
126
$5.81M 0.17%
135,452
+83,620
127
$5.8M 0.17%
99,026
+6,124
128
$5.72M 0.16%
80,674
-21,316
129
$5.71M 0.16%
116,658
+18,094
130
$5.69M 0.16%
49,707
+7,818
131
$5.68M 0.16%
400,750
+5,700
132
$5.64M 0.16%
351,890
-28,248
133
$5.58M 0.16%
675,900
+31,860
134
$5.47M 0.16%
46,220
+1,981
135
$5.45M 0.16%
145,260
+14,620
136
$5.44M 0.15%
73,812
+2,641
137
$5.41M 0.15%
316,629
+27,897
138
$5.32M 0.15%
356,813
+84,479
139
$5.32M 0.15%
183,548
+10,742
140
$5.31M 0.15%
42,889
+3,376
141
$5.3M 0.15%
132,288
+14,866
142
$5.27M 0.15%
32,959
+616
143
$5.26M 0.15%
248,377
-86,974
144
$5.16M 0.15%
44,500
+17,712
145
$5.13M 0.15%
44,453
-1,019
146
$5.07M 0.14%
46,802
-1,711
147
$5.03M 0.14%
90,258
+4,120
148
$4.98M 0.14%
115,479
+9,841
149
$4.96M 0.14%
95,819
+6,158
150
$4.96M 0.14%
83,452
+58,508
4 5
6
7 8