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
901
$406K 0.01%
6,374
-922
902
$406K 0.01%
5,887
+1,638
903
$406K 0.01%
16,614
+6,244
904
$405K 0.01%
8,793
-472
905
$405K 0.01%
9,360
+398
906
$405K 0.01%
12,284
+4,587
907
$403K 0.01%
29,361
+355
908
$403K 0.01%
5,024
-948
909
$403K 0.01%
19,115
-13,540
910
$402K 0.01%
7,908
+1,809
911
$401K 0.01%
+11,507
912
$400K 0.01%
19,539
-3,200
913
$398K 0.01%
16,428
+3,100
914
$398K 0.01%
11,210
+1,450
915
$398K 0.01%
8,380
+1,617
916
$396K 0.01%
58,856
-202,968
917
$395K 0.01%
8,180
+2,265
918
$394K 0.01%
2,408
-815
919
$393K 0.01%
29,229
+3,817
920
$393K 0.01%
48,656
-134,544
921
$392K 0.01%
6,984
-297
922
$390K 0.01%
10,053
-7,614
923
$390K 0.01%
4,721
+547
924
$389K 0.01%
6,162
+1,362
925
$389K 0.01%
26,506
-10,206
35 36
37
38 39