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
976
$353K 0.01%
28,114
977
$353K 0.01%
+26,385
978
$353K 0.01%
14,531
+54
979
$351K 0.01%
+10,508
980
$349K 0.01%
37,990
+7,500
981
$347K 0.01%
22,871
982
$347K 0.01%
8,133
-10,246
983
$347K 0.01%
22,151
-3,316
984
$346K 0.01%
+2,312
985
$346K 0.01%
13,296
+3,947
986
$346K 0.01%
23,673
+5,242
987
$346K 0.01%
12,128
+3,491
988
$346K 0.01%
23,967
-78,831
989
$345K 0.01%
6,550
+925
990
$344K 0.01%
6,462
-10,513
991
$344K 0.01%
26,725
+1,375
992
$344K 0.01%
7,618
+1,052
993
$342K 0.01%
43,877
+9,345
994
$341K 0.01%
+27,170
995
$341K 0.01%
+8,052
996
$340K 0.01%
19,169
-2,221
997
$340K 0.01%
17,517
-550
998
$339K 0.01%
34,529
+7,544
999
$339K 0.01%
3,922
+624
1000
$338K 0.01%
7,651
+507
38 39
40
41 42