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
1126
$254K 0.01%
+4,695
1127
$253K 0.01%
6,091
-127
1128
$253K 0.01%
13,576
1129
$253K 0.01%
19,795
-50
1130
$253K 0.01%
+3,093
1131
$252K 0.01%
4,604
+268
1132
$252K 0.01%
19,657
+123
1133
$250K 0.01%
17,599
+6,605
1134
$250K 0.01%
4,762
+537
1135
$250K 0.01%
7,056
-283
1136
$249K 0.01%
+7,983
1137
$249K 0.01%
4,320
-1
1138
$248K 0.01%
12,352
+64
1139
$246K 0.01%
5,215
-323
1140
$246K 0.01%
7,964
-437
1141
$246K 0.01%
3,241
+45
1142
$246K 0.01%
7,346
-1,162
1143
$245K 0.01%
12,398
-500
1144
$245K 0.01%
+5,652
1145
$245K 0.01%
9,263
+2,014
1146
$245K 0.01%
16,704
1147
$244K 0.01%
19,563
-1,900
1148
$244K 0.01%
14,912
-1,424
1149
$244K 0.01%
18,174
-17,780
1150
$243K 0.01%
+8,514
44 45
46
47 48