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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$15.8M
2
+$14.7M
3
+$11M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.9M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.4M

Top Sells

1
+$21.1M
2
+$13.1M
3
+$12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.1M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$9.39M

Sector Composition

1 Technology 5.14%
2 Financials 4.88%
3 Energy 4.71%
4 Healthcare 4.5%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$4K ﹤0.01%
10,296
-80
1402
$3K ﹤0.01%
413
1403
$3K ﹤0.01%
20,000
1404
– –
0
1405
$1K ﹤0.01%
30,000
1406
$1K ﹤0.01%
35,820
-150
1407
– –
-14,829
1408
– –
-4,012
1409
– –
-13,087
1410
– –
-333
1411
– –
-8,278
1412
– –
-4,139
1413
– –
-38,853
1414
– –
-17,488
1415
– –
-58,405
1416
– –
-11,000
1417
– –
-966
1418
– –
-5,258
1419
– –
-28,524
1420
– –
-8,421
1421
– –
-8,572
1422
– –
-10,217
1423
– –
-3,028
1424
– –
-6,562
1425
– –
-3,046
55 56
57
58 59