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
76
$34.8M 0.27%
381,181
+198,676
77
$34.5M 0.27%
1,785,234
-110,961
78
$33.9M 0.26%
290,666
+77,480
79
$33.4M 0.26%
1,059,506
-178,223
80
$33.2M 0.26%
101,827
+5,780
81
$32.6M 0.25%
1,627,380
+51,723
82
$32.3M 0.25%
352,433
+75,305
83
$31.4M 0.24%
212,097
+365
84
$30.8M 0.24%
348,360
+32,250
85
$30.8M 0.24%
732,896
+191,701
86
$30.8M 0.24%
777,963
+86,613
87
$30.7M 0.24%
359,634
+4,878
88
$30.7M 0.24%
224,329
+28,621
89
$30.7M 0.24%
552,262
+96,007
90
$30.6M 0.24%
243,895
-63,310
91
$30.5M 0.24%
890,633
-18,162
92
$30.3M 0.23%
103,038
-6,506
93
$30.2M 0.23%
1,162,943
+483,197
94
$30M 0.23%
294,390
+117,498
95
$29.4M 0.23%
613,683
+67,995
96
$29.3M 0.23%
75,205
-3,531
97
$28.9M 0.22%
426,910
+330,777
98
$28.7M 0.22%
586,494
+16,538
99
$28.2M 0.22%
509,517
+12,460
100
$27.9M 0.22%
4,738,560
+96,200
2 3
4
5 6