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
726
$571K 0.02%
39,193
-1,525
727
$571K 0.02%
2,285
+193
728
$570K 0.02%
+56,262
729
$569K 0.02%
19,752
+1,924
730
$568K 0.02%
7,920
+4,126
731
$568K 0.02%
8,217
+999
732
$567K 0.02%
8,479
-7,589
733
$566K 0.02%
9,970
+475
734
$566K 0.02%
57,794
+1,330
735
$565K 0.02%
9,713
-4,071
736
$564K 0.02%
34,473
+2,307
737
$561K 0.02%
11,813
-1,244
738
$561K 0.02%
82,027
-4,229
739
$561K 0.02%
8,574
+280
740
$561K 0.02%
10,937
-446
741
$557K 0.02%
2,825
-794
742
$555K 0.02%
8,388
+800
743
$555K 0.02%
38,561
-9,462
744
$554K 0.02%
21,669
-175
745
$553K 0.02%
+9,978
746
$551K 0.02%
47,313
747
$550K 0.02%
12,364
-41,676
748
$550K 0.02%
20,389
-499
749
$548K 0.02%
7,001
+50
750
$548K 0.02%
12,649
+2,353
28 29
30
31 32