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 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.39M 0.05%
155,508
+37,581
377
$6.37M 0.05%
136,546
+5,315
378
$6.35M 0.05%
164,456
+782
379
$6.32M 0.05%
432,269
+39,439
380
$6.3M 0.05%
103,182
+4,510
381
$6.29M 0.05%
309,988
+3,497
382
$6.28M 0.05%
103,339
+6,749
383
$6.25M 0.05%
224,398
-72,077
384
$6.23M 0.05%
207,994
+101,577
385
$6.22M 0.05%
35,281
+6,349
386
$6.21M 0.05%
82,063
+3,116
387
$6.17M 0.05%
58,031
+9,733
388
$6.15M 0.05%
244,217
-35,868
389
$6.12M 0.05%
66,975
+29,935
390
$6.1M 0.05%
88,632
+7,369
391
$6.1M 0.05%
22,991
+748
392
$6.1M 0.05%
72,430
-4,099
393
$6.08M 0.05%
79,567
+58,530
394
$6.07M 0.05%
457,939
-4,363
395
$6.07M 0.05%
226,645
+5,711
396
$6.04M 0.05%
102,480
-939
397
$6.01M 0.05%
130,035
+15,677
398
$6.01M 0.05%
94,594
+11,765
399
$5.98M 0.05%
33,502
+4,695
400
$5.95M 0.05%
188,420
+39,490
14 15
16
17 18