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
826
$1.86M 0.01%
42,639
-2,838
827
$1.85M 0.01%
26,705
+124
828
$1.85M 0.01%
12,946
+1,142
829
$1.85M 0.01%
57,858
+23,910
830
$1.84M 0.01%
36,682
+6,198
831
$1.84M 0.01%
+44,737
832
$1.83M 0.01%
57,503
+7,708
833
$1.83M 0.01%
68,307
834
$1.82M 0.01%
16,659
+1,322
835
$1.81M 0.01%
281,612
-16,033
836
$1.81M 0.01%
290,479
+39,701
837
$1.81M 0.01%
27,092
-22,922
838
$1.81M 0.01%
122,263
+3,552
839
$1.79M 0.01%
24,099
+1,848
840
$1.79M 0.01%
171,628
-106,453
841
$1.78M 0.01%
20,676
+3,277
842
$1.78M 0.01%
13,381
-441
843
$1.78M 0.01%
19,198
+4
844
$1.77M 0.01%
41,961
-62,881
845
$1.77M 0.01%
61,499
+1,202
846
$1.77M 0.01%
68,060
+10,550
847
$1.76M 0.01%
9,650
-2,569
848
$1.76M 0.01%
21,018
-536
849
$1.75M 0.01%
69,021
+11,381
850
$1.73M 0.01%
19,432
+4,165
32 33
34
35 36