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
1001
$1.33M 0.01%
35,984
-30,046
1002
$1.33M 0.01%
9,722
-1,389
1003
$1.32M 0.01%
17,374
-350
1004
$1.32M 0.01%
18,569
-1,203
1005
$1.32M 0.01%
23,479
-191
1006
$1.32M 0.01%
26,846
+14,805
1007
$1.32M 0.01%
23,910
+1,093
1008
$1.31M 0.01%
25,953
-6,666
1009
$1.3M 0.01%
6,314
+13
1010
$1.3M 0.01%
66,786
+46,718
1011
$1.29M 0.01%
37,351
-819
1012
$1.29M 0.01%
17,133
+3,085
1013
$1.29M 0.01%
114,760
-1,725
1014
$1.28M 0.01%
59,374
-10,555
1015
$1.28M 0.01%
29,753
+6,218
1016
$1.28M 0.01%
2,185
+1,005
1017
$1.27M 0.01%
29,921
+4,376
1018
$1.27M 0.01%
8,715
+569
1019
$1.27M 0.01%
124,031
-11,102
1020
$1.27M 0.01%
29,876
+1,415
1021
$1.26M 0.01%
16,739
-1,593
1022
$1.26M 0.01%
100,101
-61
1023
$1.26M 0.01%
8,937
+165
1024
$1.25M 0.01%
19,384
+1,276
1025
$1.25M 0.01%
24,801
+2,882
39 40
41
42 43