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
876
$424K 0.01%
4,697
-6,601
877
$424K 0.01%
26,732
-2,361
878
$422K 0.01%
2,458
+200
879
$421K 0.01%
12,060
-47
880
$420K 0.01%
8,320
+840
881
$419K 0.01%
8,277
+1,136
882
$419K 0.01%
69,717
+45,583
883
$418K 0.01%
11,652
+144
884
$418K 0.01%
16,043
+7,350
885
$417K 0.01%
10,503
-607
886
$416K 0.01%
11,745
+4,683
887
$415K 0.01%
10,164
+1,541
888
$414K 0.01%
20,278
-111
889
$414K 0.01%
28,104
-850
890
$413K 0.01%
6,485
+207
891
$412K 0.01%
4,290
-10
892
$412K 0.01%
7,862
-36
893
$411K 0.01%
5,604
-1,465
894
$411K 0.01%
7,934
+1,066
895
$409K 0.01%
5,460
+1,153
896
$409K 0.01%
18,483
-2,958
897
$408K 0.01%
40,190
+2,455
898
$408K 0.01%
45,102
+7,921
899
$408K 0.01%
13,826
+4,986
900
$407K 0.01%
+2,677
34 35
36
37 38