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
1251
$202K 0.01%
+9,834
1252
$201K 0.01%
8,615
-18,594
1253
$201K 0.01%
+10,353
1254
$201K 0.01%
+5,522
1255
$200K 0.01%
12,641
-1,738
1256
$200K 0.01%
14,230
-5,197
1257
$198K 0.01%
+12,297
1258
$198K 0.01%
10,420
-947
1259
$198K 0.01%
14,497
+819
1260
$195K 0.01%
13,787
-3,496
1261
$194K 0.01%
20,541
-1,575
1262
$194K 0.01%
5,744
-1,501
1263
$193K 0.01%
13,539
+513
1264
$192K 0.01%
26,232
+11,143
1265
$190K 0.01%
71,197
+400
1266
$189K 0.01%
19,362
-100
1267
$188K 0.01%
22,449
+3,247
1268
$187K 0.01%
15,222
-2,585
1269
$184K 0.01%
22,797
+68
1270
$184K 0.01%
19,616
-3,293
1271
$184K 0.01%
49,366
+14,626
1272
$180K 0.01%
12,400
-200
1273
$177K 0.01%
+10,931
1274
$176K 0.01%
12,588
-7,539
1275
$176K 0.01%
5,350
-8,038
49 50
51
52 53