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
601
$3.37M 0.03%
17,611
-354
602
$3.32M 0.03%
94,036
+4,650
603
$3.3M 0.03%
55,551
+7,280
604
$3.29M 0.03%
127,755
+2,377
605
$3.29M 0.03%
44,510
+9,550
606
$3.27M 0.03%
18,379
+1,341
607
$3.26M 0.03%
73,292
+3,142
608
$3.25M 0.03%
110,899
+100,714
609
$3.23M 0.02%
37,964
+4,650
610
$3.22M 0.02%
64,279
-2,149
611
$3.21M 0.02%
55,028
+6,515
612
$3.21M 0.02%
69,053
+12,888
613
$3.2M 0.02%
60,600
-1,434
614
$3.19M 0.02%
68,208
+16,214
615
$3.19M 0.02%
58,337
+4,001
616
$3.19M 0.02%
44,800
+8,870
617
$3.18M 0.02%
79,247
-5,346
618
$3.17M 0.02%
92,123
+3,914
619
$3.17M 0.02%
189,300
+17,600
620
$3.17M 0.02%
14,871
+735
621
$3.16M 0.02%
66,423
+4,148
622
$3.15M 0.02%
25,893
-927
623
$3.13M 0.02%
128,172
+10,604
624
$3.1M 0.02%
340,727
-20,598
625
$3.09M 0.02%
72,994
+2,729
23 24
25
26 27