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
701
$2.5M 0.02%
16,220
+625
702
$2.48M 0.02%
32,314
+4,054
703
$2.48M 0.02%
60,170
+32,440
704
$2.47M 0.02%
14,928
-971
705
$2.47M 0.02%
72,199
+1,621
706
$2.47M 0.02%
133,640
+8,414
707
$2.46M 0.02%
81,114
+5,274
708
$2.46M 0.02%
193,460
+12,939
709
$2.45M 0.02%
49,913
-1,471
710
$2.45M 0.02%
167,792
+23,346
711
$2.44M 0.02%
22,885
+2,250
712
$2.43M 0.02%
33,467
+4,987
713
$2.42M 0.02%
10,290
+3,835
714
$2.42M 0.02%
78,462
+11,050
715
$2.42M 0.02%
26,121
-5,637
716
$2.4M 0.02%
110,611
+17,381
717
$2.4M 0.02%
68,516
+3,582
718
$2.4M 0.02%
150,546
+74,759
719
$2.39M 0.02%
81,777
-49,342
720
$2.37M 0.02%
16,516
+1,172
721
$2.37M 0.02%
57,203
+3,031
722
$2.36M 0.02%
77,435
+62,869
723
$2.36M 0.02%
24,015
+4,827
724
$2.35M 0.02%
34,082
+238
725
$2.35M 0.02%
94,525
-471
27 28
29
30 31