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
801
$503K 0.01%
16,867
+2,234
802
$502K 0.01%
8,403
+3,076
803
$502K 0.01%
8,854
+2,342
804
$502K 0.01%
18,577
+2,377
805
$499K 0.01%
24,909
-1,495
806
$498K 0.01%
29,215
+817
807
$496K 0.01%
29,172
-12
808
$496K 0.01%
5,827
-256
809
$493K 0.01%
10,375
+821
810
$493K 0.01%
3,511
+604
811
$493K 0.01%
35,210
-1,000
812
$492K 0.01%
9,276
+409
813
$491K 0.01%
22,624
-621
814
$491K 0.01%
25,254
+626
815
$486K 0.01%
36,848
+1,236
816
$486K 0.01%
19,967
-4,686
817
$484K 0.01%
9,775
+454
818
$483K 0.01%
7,547
+1,085
819
$483K 0.01%
+14,252
820
$482K 0.01%
5,716
-137
821
$481K 0.01%
8,019
+2,037
822
$481K 0.01%
+6,825
823
$481K 0.01%
11,631
-1,840
824
$481K 0.01%
34,951
+202
825
$480K 0.01%
17,000
+4,556
31 32
33
34 35