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
926
$389K 0.01%
36,401
-827
927
$388K 0.01%
16,134
-1,794
928
$387K 0.01%
9,982
-2,059
929
$385K 0.01%
27,298
+35
930
$384K 0.01%
21,665
+325
931
$383K 0.01%
58,799
+5,234
932
$382K 0.01%
7,529
-342
933
$381K 0.01%
13,674
-1,404
934
$380K 0.01%
+34,583
935
$379K 0.01%
+3,781
936
$379K 0.01%
8,437
-350
937
$378K 0.01%
14,175
-10,422
938
$377K 0.01%
12,408
-16,550
939
$373K 0.01%
17,794
-4,552
940
$373K 0.01%
5,368
+2,030
941
$373K 0.01%
1,905
+1
942
$372K 0.01%
6,008
+1,840
943
$372K 0.01%
5,811
-936
944
$371K 0.01%
9,309
+47
945
$370K 0.01%
15,576
+810
946
$370K 0.01%
16,207
+1,300
947
$370K 0.01%
17,476
-526
948
$370K 0.01%
28,734
+8,071
949
$370K 0.01%
+8,331
950
$369K 0.01%
6,034
+1,943
36 37
38
39 40