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
1176
$228K 0.01%
19,588
-2,080
1177
$227K 0.01%
+4,782
1178
$226K 0.01%
19,510
-27,110
1179
$226K 0.01%
19,913
+1,968
1180
$225K 0.01%
9,300
1181
$225K 0.01%
+4,739
1182
$225K 0.01%
+4,295
1183
$224K 0.01%
3,956
-278
1184
$224K 0.01%
9,639
+808
1185
$223K 0.01%
+10,535
1186
$223K 0.01%
+6,324
1187
$223K 0.01%
18,289
-291
1188
$222K 0.01%
45,671
+142
1189
$221K 0.01%
+4,643
1190
$221K 0.01%
3,313
+56
1191
$221K 0.01%
8,050
+258
1192
$221K 0.01%
6,296
-2,865
1193
$221K 0.01%
25,167
-1,250
1194
$221K 0.01%
+2,374
1195
$220K 0.01%
7,067
-7,307
1196
$220K 0.01%
+3,098
1197
$219K 0.01%
1,677
+113
1198
$219K 0.01%
+6,035
1199
$219K 0.01%
+993
1200
$219K 0.01%
1,585
-95
46 47
48
49 50