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
301
$8.16M 0.06%
155,201
-40,387
302
$8.14M 0.06%
175,722
+28,657
303
$8.14M 0.06%
46,978
+3,186
304
$8.12M 0.06%
410,000
+42,640
305
$8.12M 0.06%
74,106
+1,147
306
$8.11M 0.06%
42,723
+56
307
$8.08M 0.06%
40,853
+3,608
308
$8.02M 0.06%
167,654
+17,971
309
$8.02M 0.06%
98,358
+33,649
310
$7.99M 0.06%
200,938
+25,049
311
$7.97M 0.06%
37,855
+1,942
312
$7.97M 0.06%
84,121
-3,318
313
$7.97M 0.06%
99,723
+4,626
314
$7.88M 0.06%
237,366
+74,168
315
$7.86M 0.06%
277,740
-13,444
316
$7.85M 0.06%
120,830
+15,144
317
$7.82M 0.06%
186,260
+56,730
318
$7.81M 0.06%
167,486
+141,350
319
$7.78M 0.06%
264,728
-154,820
320
$7.74M 0.06%
339,116
+154,993
321
$7.71M 0.06%
23,720
+321
322
$7.66M 0.06%
121,539
+11,785
323
$7.58M 0.06%
117,700
+19,610
324
$7.57M 0.06%
143,098
-1,712
325
$7.56M 0.06%
252,988
+153,827
11 12
13
14 15