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
151
$4.87M 0.14%
202,869
+8,328
152
$4.84M 0.14%
45,217
-2,034
153
$4.74M 0.13%
45,923
+480
154
$4.71M 0.13%
83,228
+501
155
$4.71M 0.13%
179,500
+49,480
156
$4.71M 0.13%
128,406
-1,716
157
$4.65M 0.13%
84,320
-3,927
158
$4.62M 0.13%
41,733
+6,380
159
$4.58M 0.13%
117,598
-1,019
160
$4.54M 0.13%
244,020
+17,940
161
$4.54M 0.13%
38,544
+8,981
162
$4.53M 0.13%
62,384
-11,575
163
$4.51M 0.13%
43,717
-2,563
164
$4.49M 0.13%
73,666
-10,736
165
$4.49M 0.13%
64,793
-3,623
166
$4.49M 0.13%
178,792
+30,440
167
$4.42M 0.13%
29,194
+7,177
168
$4.41M 0.13%
44,373
+1,070
169
$4.38M 0.12%
58,241
-4,485
170
$4.38M 0.12%
47,618
+3,061
171
$4.38M 0.12%
64,495
+671
172
$4.36M 0.12%
11,922
+1,259
173
$4.35M 0.12%
77,309
+6,705
174
$4.28M 0.12%
90,478
+18,138
175
$4.24M 0.12%
76,670
+23,296
5 6
7
8 9