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
1451
– –
-15,359
1452
– –
-17,488
1453
– –
-1,125
1454
– –
-5,401
1455
– –
-102,109
1456
– –
-4,638
1457
– –
-14,000
1458
– –
-5,258
1459
– –
-2,313
1460
– –
-10,925
1461
– –
-4,595
1462
$0 ﹤0.01%
11,800
1463
– –
-10,025
1464
– –
-4,390
1465
– –
-2,032
1466
– –
-13,768
1467
– –
-8,741
1468
– –
-3,293
1469
– –
-4,051
1470
– –
-4,685
1471
– –
-16,630
1472
– –
-7,996
1473
– –
-5,973
1474
– –
-19,461
1475
– –
-14,829
56 57 58
59
60