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
426
$5.53M 0.04%
120,883
+15,985
427
$5.53M 0.04%
170,091
+29,560
428
$5.53M 0.04%
28,473
+4,615
429
$5.5M 0.04%
+76,384
430
$5.45M 0.04%
154,370
+1,290
431
$5.42M 0.04%
19,578
+1,379
432
$5.42M 0.04%
27,858
+2,691
433
$5.41M 0.04%
181,289
+14,043
434
$5.4M 0.04%
100,405
-4,145
435
$5.4M 0.04%
57,023
+3,816
436
$5.4M 0.04%
109,965
-1,044
437
$5.38M 0.04%
89,065
-1,034
438
$5.38M 0.04%
338,985
+9,286
439
$5.37M 0.04%
53,845
+4,154
440
$5.36M 0.04%
231,903
+22,447
441
$5.35M 0.04%
332,033
+54,654
442
$5.35M 0.04%
66,043
+10,651
443
$5.33M 0.04%
95,970
+18,885
444
$5.33M 0.04%
53,238
+502
445
$5.31M 0.04%
58,703
+983
446
$5.3M 0.04%
146,342
+12,424
447
$5.28M 0.04%
273,861
+38,534
448
$5.25M 0.04%
159,716
+3,065
449
$5.24M 0.04%
22,780
-481
450
$5.23M 0.04%
75,950
+1,540
16 17
18
19 20