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
401
$5.93M 0.05%
173,612
+22,214
402
$5.92M 0.05%
98,216
+9,851
403
$5.92M 0.05%
83,658
+72,446
404
$5.86M 0.05%
314,254
+42,254
405
$5.84M 0.05%
39,278
+12,200
406
$5.81M 0.04%
109,400
+19,462
407
$5.73M 0.04%
158,176
+25,022
408
$5.71M 0.04%
143,680
+12,170
409
$5.7M 0.04%
151,339
+24,657
410
$5.7M 0.04%
38,763
-885
411
$5.66M 0.04%
31,524
+600
412
$5.66M 0.04%
16,450
+3,253
413
$5.66M 0.04%
39,249
-1,338
414
$5.65M 0.04%
266,970
+41,667
415
$5.64M 0.04%
81,719
+15,790
416
$5.64M 0.04%
186,128
+660
417
$5.62M 0.04%
204,650
+107,564
418
$5.61M 0.04%
113,200
-55,681
419
$5.6M 0.04%
234,175
-3,656
420
$5.6M 0.04%
539,616
+37,692
421
$5.59M 0.04%
52,376
+4,497
422
$5.59M 0.04%
91,432
+24,929
423
$5.57M 0.04%
36,840
+2,146
424
$5.57M 0.04%
111,103
+51,430
425
$5.54M 0.04%
31,792
+12,832
15 16
17
18 19