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
626
$732K 0.02%
+50,548
627
$730K 0.02%
10,258
+940
628
$729K 0.02%
6,611
+492
629
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79,360
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630
$724K 0.02%
29,178
-1,023
631
$723K 0.02%
37,630
+4,585
632
$722K 0.02%
50,115
+3,900
633
$718K 0.02%
27,250
+2,129
634
$714K 0.02%
23,505
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635
$713K 0.02%
3,531
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636
$711K 0.02%
14,086
+7,124
637
$710K 0.02%
31,266
+327
638
$707K 0.02%
8,534
+522
639
$703K 0.02%
13,904
+17
640
$701K 0.02%
13,151
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641
$701K 0.02%
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642
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643
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11,118
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644
$696K 0.02%
+19,550
645
$695K 0.02%
62,319
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646
$693K 0.02%
72,385
+1,163
647
$691K 0.02%
100,769
+5,900
648
$690K 0.02%
6,293
+71
649
$687K 0.02%
5,116
-901
650
$682K 0.02%
61,716
+596
24 25
26
27 28