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
876
$1.65M 0.01%
20,748
-7,864
877
$1.65M 0.01%
6,826
-2,022
878
$1.64M 0.01%
31,251
+3,486
879
$1.64M 0.01%
51,571
+1,180
880
$1.64M 0.01%
28,279
+5,209
881
$1.64M 0.01%
15,943
+1,486
882
$1.64M 0.01%
56,727
+3,936
883
$1.64M 0.01%
11,266
+1,966
884
$1.63M 0.01%
56,652
+5,290
885
$1.63M 0.01%
37,676
+3,567
886
$1.63M 0.01%
75,181
+1,000
887
$1.62M 0.01%
19,378
-7,415
888
$1.62M 0.01%
28,857
-531
889
$1.62M 0.01%
20,867
+2,488
890
$1.62M 0.01%
112,730
+1,861
891
$1.62M 0.01%
71,264
+14,468
892
$1.61M 0.01%
17,435
+1,380
893
$1.61M 0.01%
32,066
+4,370
894
$1.6M 0.01%
55,337
+4,712
895
$1.6M 0.01%
33,512
+11,862
896
$1.6M 0.01%
31,352
-1,031
897
$1.59M 0.01%
10,700
+4,272
898
$1.59M 0.01%
14,459
+11,585
899
$1.59M 0.01%
10,941
+840
900
$1.59M 0.01%
10,316
+6,422
34 35
36
37 38