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
1301
$148K ﹤0.01%
+10,994
1302
$147K ﹤0.01%
+14,643
1303
$145K ﹤0.01%
29,579
-8,661
1304
$143K ﹤0.01%
12,361
1305
$141K ﹤0.01%
16,054
-2,312
1306
$141K ﹤0.01%
207
-49
1307
$141K ﹤0.01%
+11,041
1308
$140K ﹤0.01%
18,834
+998
1309
$140K ﹤0.01%
12,883
-12,472
1310
$139K ﹤0.01%
41,001
-2,332
1311
$136K ﹤0.01%
+12,648
1312
$136K ﹤0.01%
+12,330
1313
$135K ﹤0.01%
510
+11
1314
$134K ﹤0.01%
18,905
+1,000
1315
$133K ﹤0.01%
14,703
-855
1316
$132K ﹤0.01%
22,758
+2,113
1317
$132K ﹤0.01%
18,053
-7,723
1318
$131K ﹤0.01%
+14,661
1319
$130K ﹤0.01%
35,550
-1,264
1320
$129K ﹤0.01%
4,113
-1,117
1321
$128K ﹤0.01%
+3,127
1322
$127K ﹤0.01%
15,045
+1,500
1323
$124K ﹤0.01%
+12,555
1324
$122K ﹤0.01%
10,233
-529
1325
$122K ﹤0.01%
15,776
+4,694
51 52
53
54 55