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
1151
$242K 0.01%
24,145
-8,770
1152
$242K 0.01%
+14,155
1153
$242K 0.01%
+29,781
1154
$241K 0.01%
5,610
1155
$241K 0.01%
+3,868
1156
$241K 0.01%
17,200
-2,060
1157
$240K 0.01%
13,987
-375
1158
$239K 0.01%
+4,894
1159
$238K 0.01%
498
-1
1160
$236K 0.01%
6,951
+554
1161
$235K 0.01%
20,879
+916
1162
$235K 0.01%
6,322
-4,326
1163
$234K 0.01%
8,270
-276
1164
$234K 0.01%
2,467
-488
1165
$233K 0.01%
+2,599
1166
$233K 0.01%
5,996
+32
1167
$233K 0.01%
1,390
+148
1168
$232K 0.01%
28,619
+2,211
1169
$232K 0.01%
3,310
-3,566
1170
$231K 0.01%
+3,988
1171
$230K 0.01%
+6,090
1172
$229K 0.01%
7,603
1173
$229K 0.01%
+5,330
1174
$228K 0.01%
14,483
+2,396
1175
$228K 0.01%
+12,989
45 46
47
48 49