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 5.14%
2 Financials 4.86%
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%
35,820
-150
1406
$1K ﹤0.01%
30,000
1407
– –
-28,524
1408
– –
-8,421
1409
– –
-8,572
1410
– –
-10,217
1411
– –
-3,028
1412
– –
-6,562
1413
– –
-3,046
1414
– –
-13,986
1415
– –
-1,878
1416
– –
-14,800
1417
– –
-4,012
1418
– –
-13,087
1419
– –
-333
1420
– –
-8,278
1421
– –
-3,062
1422
– –
-10,412
1423
– –
-4,140
1424
– –
-9,958
1425
– –
-6,440
55 56
57
58 59