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
551
$872K 0.02%
93,887
-461
552
$869K 0.02%
24,375
+2,249
553
$863K 0.02%
42,554
-7,110
554
$860K 0.02%
32,924
+3,939
555
$856K 0.02%
34,254
+956
556
$853K 0.02%
38,786
-2,577
557
$851K 0.02%
21,972
+582
558
$850K 0.02%
103,515
+69,285
559
$846K 0.02%
12,663
+1,988
560
$846K 0.02%
6,661
+812
561
$844K 0.02%
20,971
-1,697
562
$844K 0.02%
21,258
-664
563
$843K 0.02%
17,437
+9,533
564
$843K 0.02%
54,310
+35,260
565
$843K 0.02%
17,411
-25
566
$842K 0.02%
141,400
+62,020
567
$842K 0.02%
37,052
+18,951
568
$839K 0.02%
20,676
-2,187
569
$838K 0.02%
20,513
-48,571
570
$836K 0.02%
29,420
-9,770
571
$836K 0.02%
10,889
-86
572
$835K 0.02%
31,422
-782,848
573
$833K 0.02%
23,369
-1,912
574
$832K 0.02%
14,768
-687
575
$827K 0.02%
13,255
-773
21 22
23
24 25