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
826
$479K 0.01%
7,706
-932
827
$478K 0.01%
24,468
+5,898
828
$478K 0.01%
38,313
+267
829
$476K 0.01%
+12,114
830
$476K 0.01%
84,278
+14,333
831
$471K 0.01%
14,443
-18,921
832
$470K 0.01%
33,590
+1,869
833
$468K 0.01%
3,609
-124
834
$468K 0.01%
2,707
+137
835
$463K 0.01%
5,270
+970
836
$462K 0.01%
3,566
+421
837
$461K 0.01%
62,431
+7,426
838
$461K 0.01%
8,736
+2,834
839
$461K 0.01%
8,676
-392
840
$460K 0.01%
3,706
-1,238
841
$459K 0.01%
16,157
842
$458K 0.01%
23,786
+1,582
843
$458K 0.01%
22,656
+4,590
844
$452K 0.01%
36,636
-249
845
$452K 0.01%
6,315
-168
846
$451K 0.01%
1,911
-34
847
$450K 0.01%
8,397
-418
848
$450K 0.01%
8,420
+1,038
849
$449K 0.01%
6,077
+550
850
$449K 0.01%
3,777
+452
32 33
34
35 36