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
1176
$950K 0.01%
145,328
+10,872
1177
$942K 0.01%
158,137
+29,284
1178
$941K 0.01%
12,454
+1,169
1179
$938K 0.01%
52,170
+8,520
1180
$936K 0.01%
61,082
+11,507
1181
$935K 0.01%
20,702
-4,176
1182
$934K 0.01%
84,940
+1,836
1183
$934K 0.01%
22,446
+3,132
1184
$932K 0.01%
35,932
+3,264
1185
$932K 0.01%
27,177
+1,552
1186
$932K 0.01%
21,152
+4,325
1187
$931K 0.01%
22,860
-2,338
1188
$931K 0.01%
6,687
-103
1189
$931K 0.01%
34,811
+43
1190
$929K 0.01%
15,725
+907
1191
$927K 0.01%
24,749
+1,675
1192
$925K 0.01%
86,719
-3,535
1193
$925K 0.01%
10,798
-432
1194
$923K 0.01%
2,451
+1,098
1195
$922K 0.01%
53,753
+1,506
1196
$922K 0.01%
123,769
-1,801
1197
$921K 0.01%
8,718
+43
1198
$920K 0.01%
34,136
+15,290
1199
$920K 0.01%
24,703
-391
1200
$918K 0.01%
8,199
+1,356
46 47
48
49 50