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
1376
$44K ﹤0.01%
10,825
-11,072
1377
$44K ﹤0.01%
3,410
+625
1378
$43K ﹤0.01%
4,313
+111
1379
$41K ﹤0.01%
10,247
1380
$35K ﹤0.01%
+750
1381
$35K ﹤0.01%
17,500
+1,500
1382
$34K ﹤0.01%
19,477
-250
1383
$33K ﹤0.01%
+510
1384
– –
0
1385
$21K ﹤0.01%
10
1386
$21K ﹤0.01%
15,094
+1,275
1387
$20K ﹤0.01%
19,858
+1,108
1388
$17K ﹤0.01%
+14,322
1389
$17K ﹤0.01%
18,039
-900
1390
$16K ﹤0.01%
47,050
-2,000
1391
$16K ﹤0.01%
124
+20
1392
$15K ﹤0.01%
34,200
1393
$14K ﹤0.01%
+3
1394
$14K ﹤0.01%
15
1395
$12K ﹤0.01%
+1,215
1396
$11K ﹤0.01%
2
+1
1397
$10K ﹤0.01%
8,322
-500
1398
$7K ﹤0.01%
10,606
-100
1399
$6K ﹤0.01%
42
-2
1400
$6K ﹤0.01%
2,029
54 55
56
57 58