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
201
$3.62M 0.1%
41,952
+7,071
202
$3.59M 0.1%
150,382
+20,833
203
$3.58M 0.1%
237,719
+8,760
204
$3.56M 0.1%
110,601
+3,648
205
$3.5M 0.1%
42,682
-1,502
206
$3.5M 0.1%
317,103
+3,132
207
$3.46M 0.1%
129,652
+3,818
208
$3.43M 0.1%
114,602
+7,933
209
$3.38M 0.1%
57,404
+11,367
210
$3.36M 0.1%
38,729
+1,967
211
$3.36M 0.1%
184,138
+96,911
212
$3.33M 0.09%
84,509
+244
213
$3.31M 0.09%
52,834
+22,642
214
$3.31M 0.09%
127,276
-4,484
215
$3.28M 0.09%
33,847
-1,493
216
$3.26M 0.09%
105,655
+8,490
217
$3.26M 0.09%
46,979
-3,803
218
$3.25M 0.09%
48,856
+713
219
$3.24M 0.09%
71,422
+20,895
220
$3.21M 0.09%
38,526
+3,134
221
$3.21M 0.09%
47,838
+12,110
222
$3.19M 0.09%
138,198
+3,990
223
$3.17M 0.09%
23,514
+19,770
224
$3.16M 0.09%
374,000
-437
225
$3.16M 0.09%
146,260
+19,025
7 8
9
10 11