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
476
$4.88M 0.04%
242,684
+32,146
477
$4.86M 0.04%
143,022
+83,263
478
$4.84M 0.04%
31,341
+1,457
479
$4.83M 0.04%
52,332
+1,181
480
$4.82M 0.04%
104,448
+1,092
481
$4.81M 0.04%
73,254
+8,599
482
$4.81M 0.04%
188,284
+29,466
483
$4.81M 0.04%
30,303
-1,581
484
$4.8M 0.04%
38,208
-916
485
$4.78M 0.04%
211,529
+7,611
486
$4.77M 0.04%
95,583
+195
487
$4.76M 0.04%
34,235
+2,547
488
$4.74M 0.04%
60,990
+9,756
489
$4.74M 0.04%
162,360
-18,815
490
$4.73M 0.04%
58,788
-12,304
491
$4.72M 0.04%
120,597
+4,106
492
$4.7M 0.04%
47,111
+5,403
493
$4.67M 0.04%
77,754
-2,076
494
$4.66M 0.04%
40,321
-3,919
495
$4.65M 0.04%
183,425
-1,435
496
$4.59M 0.04%
33,763
+1,028
497
$4.59M 0.04%
54,094
-3,072
498
$4.59M 0.04%
344,303
+43,898
499
$4.58M 0.04%
48,143
+7,639
500
$4.58M 0.04%
356,694
+84,210
18 19
20
21 22