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
601
$784K 0.02%
27,873
+43
602
$783K 0.02%
55,229
+3,583
603
$781K 0.02%
+12,484
604
$780K 0.02%
4,150
-523
605
$779K 0.02%
47,537
-83
606
$778K 0.02%
22,036
+3,114
607
$778K 0.02%
4,862
-397
608
$776K 0.02%
15,613
-18,008
609
$771K 0.02%
10,161
+268
610
$761K 0.02%
16,634
-19,214
611
$759K 0.02%
32,153
+1,503
612
$758K 0.02%
12,636
+25
613
$758K 0.02%
18,142
-602
614
$756K 0.02%
47,259
-3,137
615
$754K 0.02%
20,079
+2,615
616
$753K 0.02%
28,464
-5,208
617
$752K 0.02%
35,194
+5,076
618
$743K 0.02%
8,022
+1
619
$743K 0.02%
36,540
+4,325
620
$742K 0.02%
7,833
+807
621
$738K 0.02%
50,096
+2,368
622
$737K 0.02%
15,539
+2,202
623
$737K 0.02%
1,081
+643
624
$737K 0.02%
7,910
-3,544
625
$735K 0.02%
13,160
+423
23 24
25
26 27