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
1101
$1.08M 0.01%
16,176
+1,326
1102
$1.08M 0.01%
27,847
+5,146
1103
$1.08M 0.01%
45,265
-1,587
1104
$1.08M 0.01%
10,345
-888
1105
$1.07M 0.01%
21,043
-4,574
1106
$1.07M 0.01%
76,880
-3,304
1107
$1.07M 0.01%
34,611
+26,261
1108
$1.07M 0.01%
10,428
+1,912
1109
$1.07M 0.01%
+20,205
1110
$1.06M 0.01%
138,855
+34,561
1111
$1.06M 0.01%
42,815
+29,867
1112
$1.06M 0.01%
56,089
+3,454
1113
$1.06M 0.01%
8,583
-447
1114
$1.06M 0.01%
21,540
-790
1115
$1.06M 0.01%
13,925
-1,242
1116
$1.05M 0.01%
5,062
+122
1117
$1.05M 0.01%
55,704
+1,113
1118
$1.05M 0.01%
26,454
-7,752
1119
$1.05M 0.01%
10,643
+301
1120
$1.05M 0.01%
21,882
-661
1121
$1.05M 0.01%
22,696
+4,294
1122
$1.04M 0.01%
10,905
-8,756
1123
$1.04M 0.01%
7,746
+805
1124
$1.04M 0.01%
43,987
-7,525
1125
$1.04M 0.01%
26,121
+18,489
43 44
45
46 47