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
651
$682K 0.02%
23,387
-1,267
652
$681K 0.02%
8,864
-1,211
653
$681K 0.02%
14,557
-988
654
$680K 0.02%
9,470
-177
655
$680K 0.02%
+5,811
656
$680K 0.02%
23,302
-11,509
657
$679K 0.02%
21,985
+2,418
658
$677K 0.02%
12,530
+1,290
659
$677K 0.02%
35,610
+2,072
660
$672K 0.02%
17,956
+2,828
661
$669K 0.02%
25,328
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662
$669K 0.02%
44,806
-9,493
663
$668K 0.02%
11,080
+1,577
664
$668K 0.02%
30,499
+816
665
$666K 0.02%
15,194
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666
$665K 0.02%
51,989
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667
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35,252
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668
$659K 0.02%
28,925
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669
$656K 0.02%
46,693
+4,000
670
$654K 0.02%
22,948
-445
671
$653K 0.02%
15,516
-885
672
$653K 0.02%
84,541
-2,735
673
$653K 0.02%
13,150
-108
674
$651K 0.02%
25,012
-550
675
$651K 0.02%
117,658
-1,000
25 26
27
28 29