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
751
$548K 0.02%
33,150
+1,610
752
$545K 0.02%
3,061
+51
753
$543K 0.02%
11,660
-737
754
$543K 0.02%
27,230
+8,902
755
$540K 0.02%
22,843
-2,099
756
$539K 0.02%
11,278
-6,764
757
$537K 0.02%
7,217
+484
758
$536K 0.02%
19,723
+105
759
$535K 0.02%
+21,066
760
$535K 0.02%
25,937
+2,284
761
$533K 0.02%
10,372
+1,165
762
$532K 0.02%
23,941
-2,119
763
$532K 0.02%
3,059
-333
764
$529K 0.02%
3,165
+261
765
$528K 0.02%
15,154
-319
766
$526K 0.02%
30,629
-285
767
$525K 0.01%
7,098
+324
768
$525K 0.01%
6,542
+630
769
$525K 0.01%
15,950
-1,993
770
$525K 0.01%
+3,536
771
$524K 0.01%
40,123
+22,491
772
$524K 0.01%
12,664
+7,713
773
$524K 0.01%
3,742
-400
774
$524K 0.01%
22,743
+2,373
775
$523K 0.01%
4,724
+163
29 30
31
32 33