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
526
$4.23M 0.03%
200,543
+35,972
527
$4.22M 0.03%
33,415
+3,897
528
$4.22M 0.03%
102,309
+17,625
529
$4.19M 0.03%
41,373
-6,690
530
$4.18M 0.03%
169,826
+20,003
531
$4.16M 0.03%
445,606
-887
532
$4.13M 0.03%
277,513
-45,753
533
$4.11M 0.03%
140,640
+15,050
534
$4.11M 0.03%
246,294
-132,201
535
$4.11M 0.03%
83,732
-11,421
536
$4.09M 0.03%
108,900
-9,744
537
$4.09M 0.03%
154,272
+9,694
538
$4.09M 0.03%
111,892
-5,868
539
$4.09M 0.03%
192,016
+8,964
540
$4.08M 0.03%
44,288
-760
541
$4.06M 0.03%
72,018
+1,424
542
$4.03M 0.03%
333,883
+80,607
543
$4.03M 0.03%
33,875
+8,854
544
$4.02M 0.03%
214,092
+27,098
545
$4.01M 0.03%
47,168
-1,406
546
$4M 0.03%
314,272
547
$4M 0.03%
12,073,080
548
$3.99M 0.03%
95,115
+15,384
549
$3.98M 0.03%
108,836
-14,316
550
$3.98M 0.03%
25,527
+3,898
20 21
22
23 24