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
1226
$209K 0.01%
+4,246
1227
$208K 0.01%
5,690
+415
1228
$208K 0.01%
3,805
-58
1229
$208K 0.01%
+9,885
1230
$208K 0.01%
+3,955
1231
$208K 0.01%
+2,093
1232
$208K 0.01%
+2,468
1233
$207K 0.01%
6,668
+3,423
1234
$207K 0.01%
6,307
1235
$207K 0.01%
+9,030
1236
$207K 0.01%
56,757
+15,664
1237
$207K 0.01%
+6,343
1238
$206K 0.01%
16,476
+1,230
1239
$206K 0.01%
18,451
+2
1240
$206K 0.01%
31,827
+850
1241
$205K 0.01%
+3,505
1242
$205K 0.01%
+756
1243
$205K 0.01%
+3,182
1244
$204K 0.01%
+931
1245
$204K 0.01%
+3,648
1246
$203K 0.01%
7,485
-962
1247
$203K 0.01%
2,703
-740
1248
$203K 0.01%
5,266
-2,358
1249
$203K 0.01%
+3,610
1250
$202K 0.01%
17,208
48 49
50
51 52