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
576
$3.68M 0.03%
65,985
+2,766
577
$3.67M 0.03%
115,614
-5,854
578
$3.66M 0.03%
84,177
+14,075
579
$3.65M 0.03%
38,957
+1,696
580
$3.62M 0.03%
64,070
-405
581
$3.59M 0.03%
48,430
+12,202
582
$3.58M 0.03%
132,200
-1,490
583
$3.58M 0.03%
91,053
+66,528
584
$3.58M 0.03%
153,726
-36,410
585
$3.56M 0.03%
405,876
-5,459
586
$3.55M 0.03%
79,956
+9,058
587
$3.55M 0.03%
81,375
+3,766
588
$3.54M 0.03%
110,527
+5,591
589
$3.54M 0.03%
135,138
+54,755
590
$3.53M 0.03%
23,316
+3,474
591
$3.5M 0.03%
120,856
+466
592
$3.48M 0.03%
21,914
+183
593
$3.48M 0.03%
34,877
+3,545
594
$3.48M 0.03%
50,874
+19,840
595
$3.47M 0.03%
12,709
+5,373
596
$3.46M 0.03%
167,777
+40,127
597
$3.41M 0.03%
60,616
+268
598
$3.39M 0.03%
56,297
-5,247
599
$3.38M 0.03%
26,607
+650
600
$3.37M 0.03%
67,638
+3,464
22 23
24
25 26