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
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$32.5M
3
+$32.2M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$22.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$22.2M

Top Sells

1
+$22.5M
2
+$13.9M
3
+$13.1M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.3M

Sector Composition

1 Technology 6.93%
2 Financials 4.9%
3 Healthcare 4.19%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.5M 0.09%
121,620
+3,498
227
$11.5M 0.09%
119,638
+32,955
228
$11.3M 0.09%
104,532
+11,843
229
$11.3M 0.09%
5,479
+257
230
$11.1M 0.09%
157,478
-5,211
231
$11.1M 0.09%
88,226
-23,051
232
$10.9M 0.08%
214,190
+59,191
233
$10.9M 0.08%
165,777
+2,080
234
$10.9M 0.08%
327,624
+13,700
235
$10.9M 0.08%
137,167
+5,445
236
$10.9M 0.08%
375,811
+22,660
237
$10.7M 0.08%
35,413
+4,360
238
$10.6M 0.08%
95,492
+4,705
239
$10.6M 0.08%
281,032
+98,464
240
$10.5M 0.08%
137,997
+44,146
241
$10.5M 0.08%
292,770
+117,433
242
$10.5M 0.08%
58,674
+2,714
243
$10.4M 0.08%
102,410
+11,463
244
$10.4M 0.08%
172,640
+64,279
245
$10.3M 0.08%
305,775
+37,993
246
$10.3M 0.08%
807,280
-59,806
247
$10.3M 0.08%
260,277
-48,817
248
$10.1M 0.08%
119,142
+713
249
$10.1M 0.08%
369,281
+26,258
250
$9.79M 0.08%
173,881
+47,629
8 9
10
11 12