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
1
$117M 3.32%
561,403
+52,983
2
$88.4M 2.52%
1,060,363
+90,261
3
$80M 2.28%
2,571,428
+236,704
4
$71.7M 2.04%
347,452
+46,913
5
$66.9M 1.9%
623,343
-112,183
6
$58.4M 1.66%
1,429,781
+41,736
7
$53.1M 1.51%
1,054,596
+209,764
8
$50.9M 1.45%
599,090
+5,657
9
$45.7M 1.3%
1,148,082
+199,505
10
$44.5M 1.27%
552,333
+86,623
11
$36.1M 1.03%
345,089
-9,265
12
$33.2M 0.94%
266,559
+33,204
13
$32.9M 0.94%
311,242
-51,090
14
$32.8M 0.93%
404,428
+50,725
15
$32.4M 0.92%
272,753
+18,200
16
$31.9M 0.91%
221,297
+23,121
17
$30.7M 0.87%
332,370
+40,790
18
$27.6M 0.79%
593,186
-10,003
19
$26.9M 0.76%
334,001
+15,954
20
$26.8M 0.76%
317,365
+13,494
21
$26.7M 0.76%
295,284
+34,050
22
$25.4M 0.72%
1,031,695
+31,736
23
$24.1M 0.69%
243,871
-5,253
24
$23.9M 0.68%
596,753
+55,211
25
$22.6M 0.64%
183,994
+33,343
1
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