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
851
$449K 0.01%
49,580
+1,756
852
$448K 0.01%
+11,007
853
$446K 0.01%
7,895
-2,699
854
$445K 0.01%
31,386
-2,807
855
$444K 0.01%
7,722
+1,101
856
$443K 0.01%
11,308
-636
857
$443K 0.01%
41,100
+12,112
858
$439K 0.01%
30,375
-6,230
859
$438K 0.01%
+11,309
860
$437K 0.01%
4,689
+382
861
$437K 0.01%
19,677
-20,038
862
$436K 0.01%
17,348
-3,120
863
$435K 0.01%
18,744
+1,453
864
$435K 0.01%
54,140
+10,041
865
$435K 0.01%
16,226
+230
866
$434K 0.01%
49,347
-1,324
867
$434K 0.01%
8,035
+581
868
$433K 0.01%
8,937
+1,800
869
$433K 0.01%
7,715
+7
870
$431K 0.01%
12,272
-637
871
$430K 0.01%
3,421
-41
872
$429K 0.01%
8,295
+1,225
873
$427K 0.01%
30,866
-1,600
874
$427K 0.01%
7,043
-897
875
$426K 0.01%
9,618
+1,105
33 34
35
36 37