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
276
$8.89M 0.07%
310,079
+10,898
277
$8.85M 0.07%
151,256
-10,778
278
$8.83M 0.07%
301,529
-11,316
279
$8.79M 0.07%
183,796
-17,179
280
$8.79M 0.07%
269,462
+34,377
281
$8.78M 0.07%
75,899
+1,393
282
$8.75M 0.07%
63,606
+2,135
283
$8.71M 0.07%
260,009
+247,049
284
$8.63M 0.07%
78,118
-30,957
285
$8.57M 0.07%
156,526
-20,824
286
$8.57M 0.07%
170,683
+46,512
287
$8.5M 0.07%
170,864
+24,457
288
$8.48M 0.07%
75,879
+2,686
289
$8.47M 0.07%
141,510
-3,060
290
$8.46M 0.07%
89,271
+28,397
291
$8.44M 0.07%
155,712
+63,923
292
$8.42M 0.07%
146,176
+122,000
293
$8.4M 0.06%
243,479
-58,493
294
$8.39M 0.06%
297,946
+37,098
295
$8.34M 0.06%
36,275
+1,385
296
$8.34M 0.06%
69,172
-16,986
297
$8.31M 0.06%
81,548
+76,982
298
$8.3M 0.06%
158,915
+6,862
299
$8.29M 0.06%
38,700
+5,982
300
$8.2M 0.06%
149,829
+14,949
10 11
12
13 14