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
176
$4.24M 0.12%
48,706
+2,218
177
$4.24M 0.12%
27,993
+2,594
178
$4.19M 0.12%
38,064
+9,021
179
$4.19M 0.12%
96,004
+4,662
180
$4.18M 0.12%
40,629
+6,370
181
$4.16M 0.12%
82,324
+60,022
182
$4.16M 0.12%
18,103
+29
183
$4.1M 0.12%
53,712
+3,735
184
$4.05M 0.12%
91,372
-10,136
185
$3.95M 0.11%
148,975
+25,025
186
$3.94M 0.11%
36,957
+12,846
187
$3.92M 0.11%
49,942
+10,433
188
$3.91M 0.11%
35,472
+1,380
189
$3.9M 0.11%
98,078
+7,137
190
$3.89M 0.11%
244,421
-4,506
191
$3.88M 0.11%
44,194
+7,981
192
$3.84M 0.11%
30,234
+3,082
193
$3.82M 0.11%
259,659
+6,200
194
$3.8M 0.11%
157,887
-3,781
195
$3.8M 0.11%
263,968
+47,204
196
$3.8M 0.11%
88,790
-5,994
197
$3.78M 0.11%
57,688
+2,854
198
$3.76M 0.11%
48,571
+258
199
$3.7M 0.11%
64,210
+14,381
200
$3.66M 0.1%
18,031
+1,478
6 7
8
9 10