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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
1426
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1427
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1428
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-7,400
1429
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1432
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1433
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1436
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-59,635
1437
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-11,003
1438
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-3,846
1439
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1440
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-46,497
1441
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1442
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1446
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1449
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-8,067
1450
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56 57
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