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
851
$1.73M 0.01%
125,913
-666
852
$1.73M 0.01%
78,953
+16,971
853
$1.73M 0.01%
53,674
-2,190
854
$1.73M 0.01%
255,113
+24,824
855
$1.72M 0.01%
109,052
+16,306
856
$1.72M 0.01%
68,040
+25,963
857
$1.7M 0.01%
50,160
-5,019
858
$1.7M 0.01%
80,719
-5,157
859
$1.7M 0.01%
43,935
-6,458
860
$1.7M 0.01%
32,255
+5,244
861
$1.7M 0.01%
12,096
+102
862
$1.69M 0.01%
85,260
+2,918
863
$1.69M 0.01%
36,052
+7,474
864
$1.69M 0.01%
20,737
-7,044
865
$1.69M 0.01%
147,907
+9,738
866
$1.68M 0.01%
4,755
-349
867
$1.68M 0.01%
80,424
-927
868
$1.67M 0.01%
16,323
+8,857
869
$1.67M 0.01%
56,393
+4,382
870
$1.66M 0.01%
32,810
-2,952
871
$1.66M 0.01%
16,299
+83
872
$1.66M 0.01%
75,087
+4,539
873
$1.66M 0.01%
30,197
-1,127
874
$1.66M 0.01%
50,726
-844
875
$1.65M 0.01%
37,306
+14,351
33 34
35
36 37