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
676
$646K 0.02%
5,301
-140
677
$646K 0.02%
13,451
+33
678
$641K 0.02%
37,293
-796
679
$640K 0.02%
1,417
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680
$637K 0.02%
9,644
-363
681
$636K 0.02%
8,166
+1,265
682
$636K 0.02%
58,225
+1,711
683
$633K 0.02%
3,766
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684
$631K 0.02%
9,091
-7,146
685
$630K 0.02%
31,988
686
$628K 0.02%
15,591
+3,108
687
$628K 0.02%
29,687
+13
688
$625K 0.02%
10,936
+4,095
689
$624K 0.02%
19,126
+840
690
$622K 0.02%
31,014
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691
$621K 0.02%
13,477
-8,166
692
$618K 0.02%
3,113
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693
$618K 0.02%
+35,369
694
$618K 0.02%
14,412
-2,400
695
$615K 0.02%
38,070
+4,536
696
$615K 0.02%
12,699
-4,356
697
$615K 0.02%
12,346
+2,458
698
$613K 0.02%
10,253
-46,164
699
$613K 0.02%
24,003
-1,849
700
$611K 0.02%
41,912
-8,954
26 27
28
29 30