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 4.9%
3 Healthcare 4.19%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.53M 0.01%
12,174
+839
927
$1.53M 0.01%
59,874
-16,195
928
$1.53M 0.01%
4,167
+104
929
$1.51M 0.01%
31,149
+4,162
930
$1.51M 0.01%
18,054
+3,972
931
$1.51M 0.01%
45,024
+19,289
932
$1.51M 0.01%
54,552
+1,163
933
$1.51M 0.01%
17,505
+328
934
$1.51M 0.01%
59,048
+35,396
935
$1.5M 0.01%
24,637
-1,954
936
$1.5M 0.01%
42,569
-1,999
937
$1.49M 0.01%
54,740
-20,090
938
$1.49M 0.01%
24,799
+1,393
939
$1.49M 0.01%
47,628
+28,733
940
$1.48M 0.01%
38,716
+15,160
941
$1.48M 0.01%
87,321
+7,742
942
$1.48M 0.01%
58,863
-1,160
943
$1.47M 0.01%
60,217
+15,007
944
$1.47M 0.01%
19,874
-1,057
945
$1.47M 0.01%
48,601
-2,143
946
$1.46M 0.01%
62,574
+169
947
$1.46M 0.01%
66,422
-27,899
948
$1.45M 0.01%
36,368
+9,912
949
$1.45M 0.01%
18,874
-4,158
950
$1.45M 0.01%
39,639
+1,853
36 37
38
39 40