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
651
$2.76M 0.02%
226,942
+6,403
652
$2.76M 0.02%
360,320
+60,514
653
$2.76M 0.02%
146,312
+3,725
654
$2.76M 0.02%
59,589
-3,863
655
$2.76M 0.02%
47,131
-292
656
$2.74M 0.02%
42,205
-2,484
657
$2.74M 0.02%
53,991
-95
658
$2.74M 0.02%
172,054
+11,386
659
$2.73M 0.02%
52,687
+10,952
660
$2.72M 0.02%
103,921
+6,390
661
$2.71M 0.02%
99,216
+38,896
662
$2.69M 0.02%
55,431
+130
663
$2.69M 0.02%
13,275
+1,574
664
$2.69M 0.02%
46,133
-3,678
665
$2.67M 0.02%
51,260
+3,840
666
$2.66M 0.02%
153,297
+11,643
667
$2.66M 0.02%
21,041
-5
668
$2.64M 0.02%
74,339
+16,417
669
$2.63M 0.02%
102,878
+8,378
670
$2.63M 0.02%
193,816
+34,530
671
$2.63M 0.02%
73,382
+1,603
672
$2.62M 0.02%
41,743
-604
673
$2.61M 0.02%
83,643
+58,398
674
$2.61M 0.02%
260,251
-157,345
675
$2.6M 0.02%
40,635
+798
25 26
27
28 29