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 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.56M 0.04%
71,236
+3,880
502
$4.52M 0.03%
94,368
+2,541
503
$4.51M 0.03%
42,919
-620
504
$4.5M 0.03%
29,300
+1,770
505
$4.49M 0.03%
11,957
+188
506
$4.47M 0.03%
144,903
-85,195
507
$4.46M 0.03%
145,290
+9,090
508
$4.46M 0.03%
180,836
+41,849
509
$4.43M 0.03%
64,493
+2,860
510
$4.41M 0.03%
47,117
-1,076
511
$4.4M 0.03%
60,722
-2,613
512
$4.37M 0.03%
108,504
+19
513
$4.37M 0.03%
23,170
+225
514
$4.36M 0.03%
104,898
-6,615
515
$4.35M 0.03%
229,003
+25,186
516
$4.31M 0.03%
50,654
+4,588
517
$4.3M 0.03%
128,267
+1,775
518
$4.3M 0.03%
79,623
-1,073
519
$4.29M 0.03%
44,371
+3,500
520
$4.28M 0.03%
186,106
-200,982
521
$4.25M 0.03%
58,987
+5,146
522
$4.25M 0.03%
70,883
+12,448
523
$4.25M 0.03%
72,815
+15,177
524
$4.24M 0.03%
20,108
+3,266
525
$4.24M 0.03%
63,616
+32,348
19 20
21
22 23