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
1201
$917K 0.01%
+36,377
1202
$914K 0.01%
9,598
-583
1203
$913K 0.01%
12,727
+457
1204
$910K 0.01%
25,222
-5,022
1205
$908K 0.01%
3,823
+266
1206
$907K 0.01%
44,857
-78
1207
$903K 0.01%
6,273
+2,634
1208
$902K 0.01%
52,310
-837
1209
$902K 0.01%
48,290
-2,060
1210
$901K 0.01%
6,348
+2,408
1211
$900K 0.01%
4,371
-470
1212
$899K 0.01%
14,309
+1,094
1213
$898K 0.01%
60,733
+3,659
1214
$897K 0.01%
2,092
+679
1215
$897K 0.01%
27,642
+5,916
1216
$897K 0.01%
113,172
-714
1217
$895K 0.01%
27,861
-15,980
1218
$893K 0.01%
60,631
+42,636
1219
$893K 0.01%
4,598
+106
1220
$892K 0.01%
16,543
+1,532
1221
$891K 0.01%
24,274
+654
1222
$890K 0.01%
9,480
-1,510
1223
$886K 0.01%
35,016
+179
1224
$883K 0.01%
11,427
-12,567
1225
$881K 0.01%
80,160
-66
47 48
49
50 51