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
501
$1.01M 0.03%
28,320
+328
502
$1.01M 0.03%
27,596
+1,692
503
$1M 0.03%
28,117
+226
504
$1M 0.03%
57,609
+18,980
505
$1M 0.03%
49,055
+6,813
506
$1M 0.03%
23,859
+2,961
507
$993K 0.03%
11,135
+565
508
$993K 0.03%
73,327
509
$992K 0.03%
28,982
+3,190
510
$988K 0.03%
12,667
+1,642
511
$984K 0.03%
40,564
+7,942
512
$973K 0.03%
27,768
+5,014
513
$972K 0.03%
55,488
-1,741
514
$972K 0.03%
23,646
-87
515
$966K 0.03%
11,906
-2,134
516
$964K 0.03%
8,985
-15,568
517
$962K 0.03%
22,786
-5,358
518
$961K 0.03%
19,502
-19,518
519
$959K 0.03%
19,112
+1,441
520
$954K 0.03%
14,059
+1,064
521
$948K 0.03%
87,581
+51,635
522
$943K 0.03%
5,490
+1,372
523
$940K 0.03%
15,590
-8,091
524
$936K 0.03%
36,596
+14,985
525
$932K 0.03%
16,956
+830
19 20
21
22 23