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
26
$70.3M 0.54%
563,228
+26,996
27
$66.1M 0.51%
1,364,460
+120,124
28
$64.6M 0.5%
443,127
+33,948
29
$62.7M 0.48%
862,901
+254,510
30
$59.5M 0.46%
411,254
+47,237
31
$59.1M 0.46%
324,641
+24,999
32
$57.6M 0.44%
686,551
-1,540
33
$57.2M 0.44%
1,075,204
+10,401
34
$55.7M 0.43%
504,963
+72,970
35
$55M 0.42%
630,041
+24,799
36
$53.3M 0.41%
867,527
+54,099
37
$53.2M 0.41%
1,054,627
+43,961
38
$52.1M 0.4%
560,979
+23,723
39
$51.7M 0.4%
371,159
+23,286
40
$51.7M 0.4%
181,360
+13,533
41
$51.7M 0.4%
740,383
+43,481
42
$51.2M 0.4%
952,316
+95,321
43
$51.1M 0.39%
783,262
+184,245
44
$48.8M 0.38%
434,061
+53,704
45
$48.6M 0.38%
484,783
+2,739
46
$47.4M 0.37%
230,810
+5,363
47
$47.4M 0.37%
559,738
+161,354
48
$46.3M 0.36%
493,763
+43,489
49
$46.3M 0.36%
789,311
+195,535
50
$45.8M 0.35%
684,540
+1,860
1
2
3 4 5