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
351
$6.98M 0.05%
181,632
+7,269
352
$6.95M 0.05%
54,013
+10,506
353
$6.86M 0.05%
222,140
+49,170
354
$6.85M 0.05%
129,374
+18,588
355
$6.84M 0.05%
52,309
+8,463
356
$6.82M 0.05%
59,697
+12,528
357
$6.79M 0.05%
227,510
+105,661
358
$6.79M 0.05%
211,209
-12,088
359
$6.78M 0.05%
31,856
+1,792
360
$6.77M 0.05%
213,683
-79,865
361
$6.76M 0.05%
160,535
+34,899
362
$6.75M 0.05%
88,506
+11,428
363
$6.74M 0.05%
344,591
-49,810
364
$6.67M 0.05%
103,917
+9,304
365
$6.67M 0.05%
623,091
-2,439
366
$6.65M 0.05%
542,069
-56,017
367
$6.64M 0.05%
48,005
+1,972
368
$6.62M 0.05%
60,670
+1,595
369
$6.62M 0.05%
34,287
-2,289
370
$6.59M 0.05%
107,985
-6,925
371
$6.56M 0.05%
80,200
+1,116
372
$6.48M 0.05%
109,851
+15,462
373
$6.42M 0.05%
129,382
+9,977
374
$6.41M 0.05%
199,670
+53,412
375
$6.39M 0.05%
31,844
+1,299
13 14
15
16 17