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
1076
$290K 0.01%
11,865
-2,148
1077
$288K 0.01%
11,238
+2,118
1078
$288K 0.01%
7,094
+170
1079
$287K 0.01%
4,687
+334
1080
$286K 0.01%
5,256
+34
1081
$286K 0.01%
10,708
-1,922
1082
$283K 0.01%
3,757
-1,569
1083
$283K 0.01%
+4,810
1084
$282K 0.01%
+4,168
1085
$280K 0.01%
8,991
+246
1086
$280K 0.01%
9,583
-4,124
1087
$280K 0.01%
+11,929
1088
$279K 0.01%
11,957
+26
1089
$279K 0.01%
8,680
+38
1090
$278K 0.01%
7,844
-1,288
1091
$278K 0.01%
27,432
+14
1092
$277K 0.01%
103,236
+4,200
1093
$277K 0.01%
17,214
-544
1094
$275K 0.01%
6,142
-213,502
1095
$275K 0.01%
29,662
+3,256
1096
$274K 0.01%
+6,269
1097
$273K 0.01%
17,323
-1,071
1098
$271K 0.01%
4,108
-251
1099
$271K 0.01%
20,359
+4,273
1100
$270K 0.01%
10,021
-4,627
42 43
44
45 46