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
451
$5.23M 0.04%
32,777
+1,105
452
$5.21M 0.04%
91,273
+15,633
453
$5.2M 0.04%
36,593
+3,362
454
$5.2M 0.04%
144,994
+15,513
455
$5.19M 0.04%
+117,467
456
$5.18M 0.04%
154,436
+29,311
457
$5.18M 0.04%
94,340
+80,152
458
$5.17M 0.04%
41,507
+1,856
459
$5.16M 0.04%
71,163
+736
460
$5.1M 0.04%
338,486
+22,299
461
$5.09M 0.04%
87,556
-8,620
462
$5.07M 0.04%
168,456
-13,998
463
$5.06M 0.04%
354,353
-8,221
464
$5.03M 0.04%
72,323
+1,637
465
$5.03M 0.04%
116,571
+7,428
466
$5.02M 0.04%
404,076
+25,366
467
$5M 0.04%
80,937
+8,976
468
$4.98M 0.04%
34,683
+2,738
469
$4.97M 0.04%
86,159
+7,519
470
$4.97M 0.04%
96,596
+8,249
471
$4.93M 0.04%
83,959
+2,697
472
$4.93M 0.04%
49,279
+9,265
473
$4.92M 0.04%
24,987
-2,253
474
$4.91M 0.04%
50,185
+6,223
475
$4.89M 0.04%
161,773
+5,198
17 18
19
20 21