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
1126
$1.04M 0.01%
11,154
+3,183
1127
$1.04M 0.01%
8,138
-796
1128
$1.03M 0.01%
40,372
-995
1129
$1.03M 0.01%
46,504
+3,265
1130
$1.03M 0.01%
77,140
-10,536
1131
$1.03M 0.01%
5,002
+282
1132
$1.03M 0.01%
32,528
+3,108
1133
$1.03M 0.01%
10,313
+772
1134
$1.02M 0.01%
84,954
+2,419
1135
$1.02M 0.01%
29,928
+2,777
1136
$1.02M 0.01%
24,691
-2,164
1137
$1.02M 0.01%
37,992
+2,617
1138
$1.02M 0.01%
41,783
+4,658
1139
$1.02M 0.01%
24,032
+9,874
1140
$1.01M 0.01%
43,480
-1,390
1141
$1.01M 0.01%
887
-111
1142
$1.01M 0.01%
108,220
-44,844
1143
$1M 0.01%
44,835
+3,159
1144
$1M 0.01%
27,626
+136
1145
$998K 0.01%
17,827
-557
1146
$994K 0.01%
184,800
+42,350
1147
$994K 0.01%
12,265
+1,773
1148
$991K 0.01%
47,837
+32,034
1149
$989K 0.01%
17,159
-2,400
1150
$989K 0.01%
54,682
-10,750
44 45
46
47 48