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
551
$3.98M 0.03%
187,239
-5,289
552
$3.96M 0.03%
78,629
-10,758
553
$3.96M 0.03%
37,417
+20,815
554
$3.94M 0.03%
15,027
+1,427
555
$3.91M 0.03%
29,510
+2,127
556
$3.88M 0.03%
96,138
+84
557
$3.87M 0.03%
123,912
+23,264
558
$3.84M 0.03%
101,840
+16,799
559
$3.83M 0.03%
32,909
+7,153
560
$3.83M 0.03%
102,804
+1,051
561
$3.82M 0.03%
149,936
-668
562
$3.81M 0.03%
55,440
+38,163
563
$3.81M 0.03%
27,068
-500
564
$3.8M 0.03%
103,617
+3,044
565
$3.79M 0.03%
289,002
+103,822
566
$3.79M 0.03%
93,870
+80,499
567
$3.79M 0.03%
40,063
+3,014
568
$3.78M 0.03%
135,826
+8,153
569
$3.77M 0.03%
66,744
-21,008
570
$3.77M 0.03%
19,876
-23,019
571
$3.75M 0.03%
65,882
+3,480
572
$3.75M 0.03%
27,421
+660
573
$3.73M 0.03%
143,414
-2,025
574
$3.71M 0.03%
79,672
+6,486
575
$3.71M 0.03%
90,024
-4,729
21 22
23
24 25