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
1026
$323K 0.01%
+6,540
1027
$321K 0.01%
6,733
+1,057
1028
$321K 0.01%
46,241
+168
1029
$321K 0.01%
20,582
-2,222
1030
$319K 0.01%
19,587
-2,098
1031
$317K 0.01%
3,708
+2
1032
$317K 0.01%
15,235
-6,824
1033
$315K 0.01%
16,823
+4,486
1034
$314K 0.01%
4,768
+270
1035
$312K 0.01%
8,457
-153
1036
$311K 0.01%
3,792
+455
1037
$310K 0.01%
49,252
+519
1038
$310K 0.01%
7,491
+204
1039
$310K 0.01%
33
-3
1040
$309K 0.01%
4,959
+499
1041
$309K 0.01%
22,572
1042
$307K 0.01%
3,898
+506
1043
$306K 0.01%
+6,963
1044
$306K 0.01%
35,808
-2,952
1045
$306K 0.01%
+12,538
1046
$305K 0.01%
+7,895
1047
$305K 0.01%
19,140
+150
1048
$304K 0.01%
16,384
1049
$304K 0.01%
3,580
+127
1050
$304K 0.01%
2,812
-703
40 41
42
43 44