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
326
$7.55M 0.06%
115,677
-123,951
327
$7.53M 0.06%
270,075
+4,170
328
$7.42M 0.06%
172,050
+95,365
329
$7.4M 0.06%
47,540
+2,405
330
$7.39M 0.06%
590,538
+6,820
331
$7.37M 0.06%
202,820
+12,436
332
$7.37M 0.06%
358,441
+9,799
333
$7.36M 0.06%
133,565
+1,082
334
$7.35M 0.06%
43,129
+3,421
335
$7.35M 0.06%
150,681
+10,101
336
$7.35M 0.06%
142,959
-70,192
337
$7.33M 0.06%
226,015
+45,777
338
$7.3M 0.06%
555,082
+3,365
339
$7.29M 0.06%
237,136
+43,987
340
$7.27M 0.06%
110,375
-165,671
341
$7.26M 0.06%
45,060
+2,881
342
$7.2M 0.06%
338,060
-138,460
343
$7.18M 0.06%
64,940
+3,439
344
$7.14M 0.06%
66,114
+29,987
345
$7.09M 0.05%
52,954
+7,296
346
$7.09M 0.05%
183,279
+95,658
347
$7.03M 0.05%
108,222
+9,645
348
$7.01M 0.05%
240,694
+40,053
349
$7M 0.05%
13,934
-3,902
350
$7M 0.05%
168,196
+301
12 13
14
15 16