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
676
$2.6M 0.02%
54,345
+8,508
677
$2.6M 0.02%
50,944
+1,082
678
$2.59M 0.02%
86,164
+7,906
679
$2.58M 0.02%
12,582
+561
680
$2.58M 0.02%
73,044
-846
681
$2.57M 0.02%
62,217
-7,551
682
$2.57M 0.02%
15,415
-2,614
683
$2.57M 0.02%
60,452
-25,761
684
$2.57M 0.02%
56,908
+5,711
685
$2.55M 0.02%
40,584
+2,318
686
$2.55M 0.02%
48,696
+6,944
687
$2.55M 0.02%
39,593
+1,666
688
$2.54M 0.02%
40,314
-8,390
689
$2.54M 0.02%
38,990
+12,392
690
$2.54M 0.02%
29,316
+1,497
691
$2.53M 0.02%
25,297
-137
692
$2.53M 0.02%
101,316
+701
693
$2.53M 0.02%
100,026
+79,014
694
$2.52M 0.02%
45,618
-535
695
$2.52M 0.02%
56,770
+41,510
696
$2.52M 0.02%
88,309
+16,422
697
$2.51M 0.02%
49,354
+7,660
698
$2.51M 0.02%
59,656
-2,950
699
$2.5M 0.02%
71,337
+40,332
700
$2.5M 0.02%
38,692
+20,115
26 27
28
29 30