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
1001
$336K 0.01%
5,903
-794
1002
$335K 0.01%
47,210
+1,102
1003
$335K 0.01%
22,624
+10,687
1004
$335K 0.01%
3,240
-160
1005
$334K 0.01%
6,430
+214
1006
$334K 0.01%
24,040
+1,837
1007
$334K 0.01%
15,026
-200
1008
$334K 0.01%
24,029
-5,900
1009
$334K 0.01%
8,395
+5
1010
$333K 0.01%
15,068
-7,500
1011
$333K 0.01%
25,809
+210
1012
$332K 0.01%
9,420
+2,175
1013
$332K 0.01%
23,333
+10,682
1014
$332K 0.01%
27,286
+5,329
1015
$331K 0.01%
9,493
-1,339
1016
$331K 0.01%
+10,506
1017
$331K 0.01%
4,038
+55
1018
$329K 0.01%
9,082
+1,104
1019
$329K 0.01%
9,876
+1,417
1020
$328K 0.01%
4,002
+297
1021
$327K 0.01%
15,551
1022
$326K 0.01%
9,201
-481
1023
$324K 0.01%
12,935
-732
1024
$324K 0.01%
5,091
-1,052
1025
$323K 0.01%
24,897
+6,801
39 40
41
42 43