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
626
$3.06M 0.02%
159,425
-11,726
627
$3.06M 0.02%
63,413
-13,070
628
$3.06M 0.02%
59,837
-1,196
629
$3.05M 0.02%
22,844
-524
630
$3.04M 0.02%
163,501
+15,904
631
$3.03M 0.02%
24,635
+1,272
632
$3.01M 0.02%
89,812
+34,227
633
$3M 0.02%
87,065
-13,738
634
$2.98M 0.02%
200,926
+33,355
635
$2.97M 0.02%
17,638
+1,117
636
$2.95M 0.02%
58,640
-81
637
$2.95M 0.02%
12,724
-176
638
$2.94M 0.02%
222,674
+7,822
639
$2.9M 0.02%
49,170
+1,406
640
$2.89M 0.02%
74,441
+13,182
641
$2.89M 0.02%
253,419
-11,647
642
$2.89M 0.02%
134,400
+10,705
643
$2.89M 0.02%
121,617
-275,282
644
$2.86M 0.02%
98,507
+4,175
645
$2.84M 0.02%
81,729
+10,057
646
$2.84M 0.02%
146,785
-8,508
647
$2.83M 0.02%
34,614
-120
648
$2.79M 0.02%
107,888
+7,036
649
$2.78M 0.02%
83,977
+858
650
$2.77M 0.02%
35,000
+419
24 25
26
27 28