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
1076
$1.13M 0.01%
59,548
+2,569
1077
$1.13M 0.01%
50,573
+7,336
1078
$1.13M 0.01%
10,785
+1,009
1079
$1.12M 0.01%
14,531
-433
1080
$1.12M 0.01%
50,446
+16,630
1081
$1.12M 0.01%
84,694
-26,982
1082
$1.12M 0.01%
14,821
-6,203
1083
$1.12M 0.01%
14,577
+148
1084
$1.12M 0.01%
15,674
+1,077
1085
$1.12M 0.01%
10,813
+1,949
1086
$1.11M 0.01%
29,971
-1,245
1087
$1.11M 0.01%
81,775
+9,440
1088
$1.11M 0.01%
79,104
+6,203
1089
$1.11M 0.01%
16,446
+13,206
1090
$1.11M 0.01%
19,165
+301
1091
$1.1M 0.01%
92,581
-5,920
1092
$1.1M 0.01%
21,972
+2,230
1093
$1.1M 0.01%
76,156
-140,731
1094
$1.1M 0.01%
4,242
+586
1095
$1.1M 0.01%
37,618
+1,133
1096
$1.1M 0.01%
65,207
+581
1097
$1.1M 0.01%
21,270
-5,093
1098
$1.09M 0.01%
46,152
+5,415
1099
$1.09M 0.01%
22,562
+1,850
1100
$1.09M 0.01%
12,389
+2,513
42 43
44
45 46