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
976
$1.39M 0.01%
123,718
+9,535
977
$1.39M 0.01%
155,258
+15,546
978
$1.39M 0.01%
114,514
+15,094
979
$1.39M 0.01%
49,173
+1,335
980
$1.39M 0.01%
14,175
-5,607
981
$1.38M 0.01%
26,931
+7,516
982
$1.38M 0.01%
40,245
+11,313
983
$1.38M 0.01%
77,323
+12,774
984
$1.38M 0.01%
26,480
+909
985
$1.37M 0.01%
12,921
+96
986
$1.36M 0.01%
51,695
+1,430
987
$1.35M 0.01%
14,974
+3,087
988
$1.35M 0.01%
29,143
+6,114
989
$1.35M 0.01%
14,810
+210
990
$1.35M 0.01%
23,006
-498
991
$1.35M 0.01%
12,039
+290
992
$1.35M 0.01%
51,360
+20,955
993
$1.35M 0.01%
94,913
+4,221
994
$1.35M 0.01%
27,229
+265
995
$1.34M 0.01%
30,553
-5,504
996
$1.34M 0.01%
39,673
+428
997
$1.33M 0.01%
20,221
+14,786
998
$1.33M 0.01%
28,807
+3,462
999
$1.33M 0.01%
177,705
+6,421
1000
$1.33M 0.01%
51,858
+1,018
38 39
40
41 42