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
776
$2.08M 0.02%
48,204
+23,460
777
$2.07M 0.02%
35,005
+21,490
778
$2.07M 0.02%
33,852
-3,101
779
$2.07M 0.02%
86,391
+5,303
780
$2.06M 0.02%
39,106
+12,825
781
$2.06M 0.02%
63,273
-6,132
782
$2.06M 0.02%
7,381
+711
783
$2.06M 0.02%
53,328
-4,122
784
$2.05M 0.02%
44,619
+18,857
785
$2.05M 0.02%
68,867
+28,450
786
$2.04M 0.02%
34,380
-994
787
$2.03M 0.02%
28,432
-669
788
$2.03M 0.02%
16,799
+2,312
789
$2.02M 0.02%
24,219
-271
790
$2.02M 0.02%
40,297
+4,756
791
$2.01M 0.02%
19,961
+9,191
792
$2.01M 0.02%
23,689
+575
793
$2.01M 0.02%
80,580
+6,788
794
$2.01M 0.02%
87,974
+16,985
795
$2M 0.02%
69,907
-806
796
$2M 0.02%
120,176
+12,616
797
$2M 0.02%
27,214
-223
798
$1.99M 0.02%
12,119
-182
799
$1.99M 0.02%
73,955
+30,759
800
$1.99M 0.02%
42,414
+3,158
30 31
32
33 34