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
1151
$989K 0.01%
25,593
-316
1152
$987K 0.01%
6,444
+160
1153
$985K 0.01%
14,447
+212
1154
$983K 0.01%
55,771
+6,545
1155
$979K 0.01%
+18,359
1156
$979K 0.01%
5,882
+436
1157
$978K 0.01%
20,823
+12,122
1158
$978K 0.01%
39,065
+15,485
1159
$976K 0.01%
9,605
+1,903
1160
$976K 0.01%
9,028
-310
1161
$973K 0.01%
21,886
+317
1162
$971K 0.01%
36,545
+13,064
1163
$970K 0.01%
40,903
+4,236
1164
$968K 0.01%
41,776
-3,610
1165
$966K 0.01%
50,387
-4,014
1166
$965K 0.01%
21,550
+3,676
1167
$964K 0.01%
68,966
+37,065
1168
$964K 0.01%
24,846
-514
1169
$963K 0.01%
94,002
+13,786
1170
$960K 0.01%
5,694
+1,405
1171
$957K 0.01%
6,371
-115
1172
$957K 0.01%
19,979
-117
1173
$956K 0.01%
+71,160
1174
$954K 0.01%
986
+446
1175
$952K 0.01%
35,979
-4,853
45 46
47
48 49