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
1051
$1.21M 0.01%
17,417
+8,712
1052
$1.21M 0.01%
73,634
+473
1053
$1.2M 0.01%
53,827
+20,992
1054
$1.2M 0.01%
37,104
-879
1055
$1.2M 0.01%
14,046
+1,603
1056
$1.2M 0.01%
4,516
+3,315
1057
$1.2M 0.01%
59,575
+21,684
1058
$1.2M 0.01%
12,267
+9,833
1059
$1.2M 0.01%
23,624
+2,580
1060
$1.19M 0.01%
23,207
+18,200
1061
$1.19M 0.01%
102,293
-6,379
1062
$1.19M 0.01%
17,636
+1,068
1063
$1.19M 0.01%
36,016
-81,136
1064
$1.18M 0.01%
23,529
+2,079
1065
$1.18M 0.01%
35,373
+735
1066
$1.18M 0.01%
57,904
-295
1067
$1.18M 0.01%
7,847
-918
1068
$1.17M 0.01%
14,219
-97
1069
$1.17M 0.01%
7,204
+2,558
1070
$1.16M 0.01%
18,764
-8,647
1071
$1.16M 0.01%
10,066
+2,216
1072
$1.16M 0.01%
43,681
+126
1073
$1.16M 0.01%
28,642
+2,951
1074
$1.15M 0.01%
69,904
-2,886
1075
$1.13M 0.01%
22,609
+17,967
41 42
43
44 45