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
901
$1.58M 0.01%
69,552
-2,685
902
$1.58M 0.01%
13,208
+1,914
903
$1.58M 0.01%
48,455
+27,491
904
$1.57M 0.01%
31,575
-172
905
$1.57M 0.01%
39,154
-2,584
906
$1.57M 0.01%
18,994
-2,490
907
$1.57M 0.01%
47,934
+20,765
908
$1.57M 0.01%
4,535
-1,138
909
$1.57M 0.01%
73,046
+23,199
910
$1.56M 0.01%
50,844
+1,437
911
$1.56M 0.01%
14,027
-2,634
912
$1.56M 0.01%
159,139
+127,245
913
$1.56M 0.01%
37,142
+19,736
914
$1.56M 0.01%
49,716
+2,838
915
$1.56M 0.01%
25,998
-32,754
916
$1.55M 0.01%
34,248
+658
917
$1.54M 0.01%
19,465
+2,649
918
$1.54M 0.01%
162,457
+1,845
919
$1.54M 0.01%
34,068
+28,046
920
$1.54M 0.01%
66,761
921
$1.53M 0.01%
32,766
-24
922
$1.53M 0.01%
13,140
-1,275
923
$1.53M 0.01%
75,676
+6,424
924
$1.53M 0.01%
43,748
+24,029
925
$1.53M 0.01%
36,918
+16,674
35 36
37
38 39