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 4.9%
3 Healthcare 4.19%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.3M 0.35%
353,648
+12,417
52
$44.1M 0.34%
266,317
+18,987
53
$44.1M 0.34%
266,273
+57,099
54
$43.9M 0.34%
366,430
+43,892
55
$43.9M 0.34%
656,400
+13,760
56
$43.4M 0.33%
721,730
-157,817
57
$42.1M 0.33%
1,132,174
+69,567
58
$42M 0.32%
140,565
+6,878
59
$41.9M 0.32%
238,358
+31,266
60
$41.5M 0.32%
2,066,736
+743,893
61
$41M 0.32%
187,605
+6,980
62
$40.7M 0.31%
403,416
+166,129
63
$39.7M 0.31%
305,477
+66,216
64
$39.7M 0.31%
3,102,102
-529,608
65
$39.2M 0.3%
325,381
+13,893
66
$39M 0.3%
272,893
-50,228
67
$38.7M 0.3%
1,157,021
+215,752
68
$38.1M 0.29%
2,266,572
+117,530
69
$37.6M 0.29%
370,152
+174,784
70
$37.5M 0.29%
539,553
+28,538
71
$37M 0.29%
727,308
+30,392
72
$37M 0.29%
343,813
+34,874
73
$36.2M 0.28%
416,901
+58,497
74
$35.1M 0.27%
585,979
+19,961
75
$34.9M 0.27%
301,786
+38,692
1 2
3
4 5