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
251
$9.71M 0.08%
229,533
-39,461
252
$9.65M 0.07%
162,180
+2,044
253
$9.6M 0.07%
85,397
+11,706
254
$9.59M 0.07%
161,016
-3,556
255
$9.47M 0.07%
206,564
-7,068
256
$9.47M 0.07%
65,018
+25,728
257
$9.46M 0.07%
113,554
-15,744
258
$9.44M 0.07%
150,926
+11,421
259
$9.39M 0.07%
115,301
+40,519
260
$9.38M 0.07%
371,420
+72,928
261
$9.36M 0.07%
72,963
+1,171
262
$9.35M 0.07%
105,961
+1,864
263
$9.3M 0.07%
150,173
+56,830
264
$9.29M 0.07%
116,382
-6,864
265
$9.27M 0.07%
172,998
-10,675
266
$9.26M 0.07%
192,587
-6,702
267
$9.24M 0.07%
198,205
+54,305
268
$9.23M 0.07%
45,127
+3,745
269
$9.22M 0.07%
141,767
+6,570
270
$9.17M 0.07%
186,033
-32,005
271
$9.12M 0.07%
100,117
+7,892
272
$9.07M 0.07%
265,910
+66,627
273
$9.05M 0.07%
124,868
+6,052
274
$8.95M 0.07%
371,085
+23,649
275
$8.9M 0.07%
150,190
+21,716
9 10
11
12 13