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
1276
$174K 0.01%
10,282
+74
1277
$174K 0.01%
14,514
-3,725
1278
$173K ﹤0.01%
11,134
1279
$173K ﹤0.01%
13,380
+50
1280
$170K ﹤0.01%
27,800
-14,300
1281
$170K ﹤0.01%
14,422
-1,143
1282
$169K ﹤0.01%
+27,803
1283
$169K ﹤0.01%
921
+3
1284
$169K ﹤0.01%
12,129
1285
$168K ﹤0.01%
10,918
-8,646
1286
$168K ﹤0.01%
23,705
-4,383
1287
$168K ﹤0.01%
+23,903
1288
$166K ﹤0.01%
1,266
-222
1289
$165K ﹤0.01%
4,804
-660
1290
$161K ﹤0.01%
12,565
+1,562
1291
$160K ﹤0.01%
10,405
+6
1292
$159K ﹤0.01%
29,773
+3,608
1293
$159K ﹤0.01%
10,085
+21
1294
$155K ﹤0.01%
15,884
+156
1295
$151K ﹤0.01%
7,818
+8
1296
$151K ﹤0.01%
+14,453
1297
$150K ﹤0.01%
2,760
1298
$149K ﹤0.01%
16,050
-200
1299
$149K ﹤0.01%
+2,009
1300
$149K ﹤0.01%
16,053
50 51
52
53 54