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
1051
$302K 0.01%
10,506
-7,048
1052
$301K 0.01%
+3,806
1053
$301K 0.01%
4,852
+175
1054
$301K 0.01%
5,117
+772
1055
$301K 0.01%
23,521
-8,914
1056
$300K 0.01%
10,153
-928
1057
$300K 0.01%
6,012
+264
1058
$297K 0.01%
7,142
-1,664
1059
$296K 0.01%
2,734
+263
1060
$296K 0.01%
1,431
-1,911
1061
$296K 0.01%
13,637
-9,135
1062
$295K 0.01%
5,556
+154
1063
$295K 0.01%
4,696
-43
1064
$295K 0.01%
4,644
-11,317
1065
$294K 0.01%
5,122
-248
1066
$294K 0.01%
9,734
+2,540
1067
$294K 0.01%
+10,678
1068
$293K 0.01%
9,086
-1,841
1069
$293K 0.01%
+12,048
1070
$293K 0.01%
6,762
+110
1071
$292K 0.01%
30,623
-12,589
1072
$291K 0.01%
1,875
-25
1073
$291K 0.01%
12,742
+2,000
1074
$291K 0.01%
21,219
+3,120
1075
$291K 0.01%
17,945
41 42
43
44 45