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
1326
$118K ﹤0.01%
1,000
1327
$115K ﹤0.01%
4,256
1328
$115K ﹤0.01%
18,338
1329
$113K ﹤0.01%
+2,032
1330
$113K ﹤0.01%
21,534
-4,954
1331
$112K ﹤0.01%
15,143
+4,541
1332
$112K ﹤0.01%
23,694
+131
1333
$111K ﹤0.01%
+6
1334
$109K ﹤0.01%
20,576
-4,476
1335
$107K ﹤0.01%
51,850
1336
$104K ﹤0.01%
+15,310
1337
$100K ﹤0.01%
15,086
1338
$96K ﹤0.01%
16,306
+2,380
1339
$96K ﹤0.01%
1,299
+121
1340
$94K ﹤0.01%
31,417
+6,390
1341
$93K ﹤0.01%
12,320
-9,480
1342
$93K ﹤0.01%
2,320
+171
1343
$92K ﹤0.01%
25,685
-2,367
1344
$92K ﹤0.01%
17,851
-1,641
1345
$91K ﹤0.01%
47,277
1346
$89K ﹤0.01%
16,250
+4,300
1347
$84K ﹤0.01%
12,376
+2,200
1348
$83K ﹤0.01%
4,585
-263
1349
$82K ﹤0.01%
29,627
1350
$81K ﹤0.01%
1,189
+133
52 53
54
55 56