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
776
$522K 0.01%
16,277
-45
777
$522K 0.01%
9,584
-424
778
$519K 0.01%
54,932
-15,030
779
$519K 0.01%
7,968
+323
780
$518K 0.01%
38,463
-4,998
781
$517K 0.01%
18,855
+3,245
782
$516K 0.01%
12,318
-1,408
783
$516K 0.01%
26,915
+490
784
$514K 0.01%
4,521
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785
$514K 0.01%
34,750
+1,944
786
$514K 0.01%
5,179
+728
787
$513K 0.01%
8,471
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788
$513K 0.01%
23,653
+2,283
789
$513K 0.01%
5,311
+1,611
790
$512K 0.01%
10,756
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791
$511K 0.01%
7,454
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792
$510K 0.01%
11,310
-2,567
793
$510K 0.01%
4,085
+240
794
$509K 0.01%
40,499
-8,472
795
$508K 0.01%
8,734
-1,159
796
$507K 0.01%
8,300
-915
797
$507K 0.01%
8,346
-456
798
$507K 0.01%
3,383
-149
799
$506K 0.01%
6,883
+1,518
800
$504K 0.01%
12,043
+1,161
30 31
32
33 34