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
951
$369K 0.01%
32,357
-318
952
$369K 0.01%
6,851
+2,561
953
$368K 0.01%
7,391
+1,089
954
$367K 0.01%
8,016
+1,414
955
$367K 0.01%
6,854
-244
956
$364K 0.01%
5,961
+77
957
$363K 0.01%
20,902
-11,005
958
$362K 0.01%
3,796
-203
959
$361K 0.01%
4,135
-2,801
960
$361K 0.01%
25,979
-216
961
$361K 0.01%
5,554
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962
$361K 0.01%
13,945
-23,044
963
$360K 0.01%
848
+624
964
$359K 0.01%
24,480
+2,984
965
$359K 0.01%
17,228
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966
$358K 0.01%
14,925
-1,620
967
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3,903
-659
968
$357K 0.01%
12,950
-2,713
969
$356K 0.01%
26,650
-700
970
$356K 0.01%
1,694
+364
971
$355K 0.01%
11,306
+1,603
972
$355K 0.01%
22,173
+16
973
$355K 0.01%
2,686
-9
974
$354K 0.01%
14,237
+183
975
$354K 0.01%
+5,592
37 38
39
40 41