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
1351
$75K ﹤0.01%
45,275
+5,160
1352
$75K ﹤0.01%
15,622
+1,691
1353
$75K ﹤0.01%
+11,000
1354
$74K ﹤0.01%
147
1355
$73K ﹤0.01%
26,225
1356
$72K ﹤0.01%
71,363
-6,000
1357
$70K ﹤0.01%
24,824
+54
1358
$69K ﹤0.01%
20,225
1359
$68K ﹤0.01%
13,675
+1,317
1360
$67K ﹤0.01%
10,000
1361
$66K ﹤0.01%
11,337
+4
1362
$65K ﹤0.01%
2,334
+289
1363
$63K ﹤0.01%
+20,000
1364
$62K ﹤0.01%
11,500
1365
$57K ﹤0.01%
3,213
1366
$55K ﹤0.01%
17,258
+5,003
1367
$55K ﹤0.01%
1,049
1368
$53K ﹤0.01%
45,096
-4,187
1369
$50K ﹤0.01%
28,071
-6,818
1370
$49K ﹤0.01%
10,000
1371
$49K ﹤0.01%
1,238
-44
1372
$49K ﹤0.01%
10,886
+300
1373
$47K ﹤0.01%
10,450
-850
1374
$46K ﹤0.01%
2,542
1375
$45K ﹤0.01%
357
-61
53 54
55
56 57