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
951
$1.45M 0.01%
25,256
+1,823
952
$1.44M 0.01%
113,328
+7,744
953
$1.44M 0.01%
25,987
-718
954
$1.44M 0.01%
40,020
+29,763
955
$1.44M 0.01%
55,543
+14,271
956
$1.43M 0.01%
17,456
+1,019
957
$1.43M 0.01%
48,115
+4,237
958
$1.43M 0.01%
27,002
+2,582
959
$1.43M 0.01%
20,568
-190
960
$1.42M 0.01%
46,743
+235
961
$1.42M 0.01%
25,941
+487
962
$1.42M 0.01%
8,388
-61
963
$1.42M 0.01%
99,955
+57,241
964
$1.41M 0.01%
9,305
-81
965
$1.41M 0.01%
35,033
+22
966
$1.41M 0.01%
31,731
+20,196
967
$1.41M 0.01%
32,757
+2,612
968
$1.41M 0.01%
68,050
+849
969
$1.41M 0.01%
79,326
+3,510
970
$1.41M 0.01%
103,432
+24,928
971
$1.41M 0.01%
42,868
+3,931
972
$1.4M 0.01%
56,240
+3,917
973
$1.4M 0.01%
9,348
-166
974
$1.4M 0.01%
13,928
+7,929
975
$1.39M 0.01%
35,251
+5,802
37 38
39
40 41