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
1026
$1.25M 0.01%
30,051
-3,602
1027
$1.25M 0.01%
20,735
+2,727
1028
$1.25M 0.01%
13,266
-341
1029
$1.25M 0.01%
83,153
-19,016
1030
$1.24M 0.01%
7,451
-3,666
1031
$1.24M 0.01%
269,690
+36,844
1032
$1.24M 0.01%
22,489
-3,453
1033
$1.24M 0.01%
+10,936
1034
$1.24M 0.01%
15,931
-1,508
1035
$1.23M 0.01%
24,290
+2,144
1036
$1.22M 0.01%
15,768
+68
1037
$1.22M 0.01%
82,080
-1,896
1038
$1.22M 0.01%
19,385
-1,136
1039
$1.22M 0.01%
11,500
+5,947
1040
$1.22M 0.01%
56,880
-8,660
1041
$1.22M 0.01%
29,433
-61
1042
$1.21M 0.01%
31,954
+5,999
1043
$1.21M 0.01%
9,326
-86,695
1044
$1.21M 0.01%
48,742
+8,150
1045
$1.21M 0.01%
4,212
+2,678
1046
$1.21M 0.01%
4,686
+3,487
1047
$1.21M 0.01%
45,993
+2,751
1048
$1.21M 0.01%
11,370
-1,537
1049
$1.21M 0.01%
30,581
-594
1050
$1.21M 0.01%
24,152
-300
40 41
42
43 44