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
1201
$219K 0.01%
+5,743
1202
$218K 0.01%
2,984
+208
1203
$218K 0.01%
+6,027
1204
$218K 0.01%
6,466
-452
1205
$217K 0.01%
35,719
1206
$215K 0.01%
4,427
-6,521
1207
$215K 0.01%
15,132
+3,306
1208
$213K 0.01%
+6,403
1209
$213K 0.01%
7,139
+50
1210
$213K 0.01%
4,540
-491
1211
$212K 0.01%
16,730
-5,650
1212
$212K 0.01%
9,332
+258
1213
$212K 0.01%
12,820
-1,372
1214
$212K 0.01%
+3,366
1215
$212K 0.01%
6,047
-10,875
1216
$212K 0.01%
17,852
+207
1217
$212K 0.01%
4,884
-2,110
1218
$212K 0.01%
6,034
-1,100
1219
$211K 0.01%
12,300
-324
1220
$211K 0.01%
14,074
+520
1221
$210K 0.01%
+6,300
1222
$210K 0.01%
6,674
-1,286
1223
$209K 0.01%
+4,061
1224
$209K 0.01%
+2,855
1225
$209K 0.01%
8,199
-12,282
47 48
49
50 51