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
1101
$270K 0.01%
20,136
1102
$269K 0.01%
3,437
+576
1103
$269K 0.01%
+5,960
1104
$268K 0.01%
4,684
+975
1105
$266K 0.01%
5,563
-558
1106
$266K 0.01%
4,051
+653
1107
$266K 0.01%
+28,036
1108
$265K 0.01%
7,095
-384
1109
$265K 0.01%
17,904
-2,402
1110
$264K 0.01%
8,352
-423
1111
$264K 0.01%
19,025
+5,139
1112
$263K 0.01%
3,707
+400
1113
$263K 0.01%
3,863
+86
1114
$263K 0.01%
+5,671
1115
$262K 0.01%
4,152
-124
1116
$262K 0.01%
1,525
+195
1117
$262K 0.01%
10,320
+914
1118
$260K 0.01%
7,054
-929
1119
$259K 0.01%
21,819
-4,812
1120
$258K 0.01%
336
+5
1121
$258K 0.01%
5,022
-78
1122
$258K 0.01%
21,571
-223
1123
$258K 0.01%
+19,850
1124
$257K 0.01%
+12,097
1125
$256K 0.01%
21,481
+950
43 44
45
46 47