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
801
$1.99M 0.02%
33,502
+6,624
802
$1.98M 0.02%
108,499
+14,968
803
$1.98M 0.02%
14,835
+912
804
$1.98M 0.02%
69,935
-520
805
$1.96M 0.02%
21,823
+2,322
806
$1.95M 0.02%
132,956
-56,535
807
$1.95M 0.02%
58,061
-5,833
808
$1.94M 0.02%
53,727
+299
809
$1.93M 0.01%
142,078
-71,937
810
$1.93M 0.01%
58,557
-36
811
$1.92M 0.01%
12,998
-92
812
$1.91M 0.01%
56,061
+23,761
813
$1.91M 0.01%
91,629
+44,582
814
$1.9M 0.01%
15,575
-2,802
815
$1.9M 0.01%
99,316
+6,186
816
$1.9M 0.01%
+27,217
817
$1.9M 0.01%
87,703
-11,573
818
$1.9M 0.01%
+23,009
819
$1.89M 0.01%
34,027
-8,890
820
$1.89M 0.01%
39,428
-415
821
$1.89M 0.01%
6,372
+1,454
822
$1.88M 0.01%
37,017
-11,424
823
$1.87M 0.01%
8,553
+1,175
824
$1.87M 0.01%
68,420
+13,540
825
$1.86M 0.01%
466,082
-340,737
31 32
33
34 35