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
726
$2.34M 0.02%
36,670
+3,100
727
$2.34M 0.02%
54,593
-1,665
728
$2.34M 0.02%
23,204
+3,044
729
$2.33M 0.02%
131,732
-9,866
730
$2.32M 0.02%
41,304
-2,205
731
$2.31M 0.02%
43,742
+18,653
732
$2.31M 0.02%
92,576
+22,026
733
$2.31M 0.02%
54,835
-1,752
734
$2.3M 0.02%
154,114
+9,884
735
$2.3M 0.02%
116,450
+7,296
736
$2.29M 0.02%
76,874
+819
737
$2.29M 0.02%
77,516
+3,454
738
$2.27M 0.02%
42,154
+15,982
739
$2.25M 0.02%
56,023
+10,861
740
$2.25M 0.02%
76,995
-108,855
741
$2.23M 0.02%
22,846
+123
742
$2.23M 0.02%
32,944
-1,112
743
$2.22M 0.02%
13,097
+869
744
$2.22M 0.02%
46,817
-2,771
745
$2.22M 0.02%
100,120
-12,740
746
$2.19M 0.02%
6,788
+136
747
$2.18M 0.02%
60,649
+2,136
748
$2.18M 0.02%
63,906
+30
749
$2.17M 0.02%
49,554
-12,918
750
$2.17M 0.02%
44,651
+1,482
28 29
30
31 32