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
751
$2.16M 0.02%
70,872
-3,726
752
$2.15M 0.02%
40,205
+7,260
753
$2.15M 0.02%
26,558
-11,106
754
$2.15M 0.02%
47,440
-1,315
755
$2.15M 0.02%
29,246
-1,918
756
$2.14M 0.02%
69,744
+2,852
757
$2.14M 0.02%
72,410
-11,351
758
$2.13M 0.02%
27,791
+7,736
759
$2.12M 0.02%
7,894
-27
760
$2.12M 0.02%
37,120
-180
761
$2.12M 0.02%
49,487
-6,956
762
$2.11M 0.02%
99,028
-757
763
$2.11M 0.02%
27,858
-174
764
$2.1M 0.02%
1,767
-31
765
$2.1M 0.02%
84,329
+15,056
766
$2.1M 0.02%
116,853
+3,301
767
$2.1M 0.02%
29,748
-4,361
768
$2.1M 0.02%
32,399
-828
769
$2.1M 0.02%
65,484
+927
770
$2.09M 0.02%
39,996
+1,676
771
$2.09M 0.02%
52,983
+44,804
772
$2.08M 0.02%
18,064
-19
773
$2.08M 0.02%
22,045
-25,880
774
$2.08M 0.02%
85,277
+44,859
775
$2.08M 0.02%
7,841
-966
29 30
31
32 33