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
101
$27.4M 0.21%
779,125
+54,215
102
$27.4M 0.21%
361,998
+31,603
103
$27.3M 0.21%
200,254
+3,798
104
$27.3M 0.21%
138,138
+10,793
105
$26.9M 0.21%
150,910
+18,119
106
$26.8M 0.21%
330,186
+30,014
107
$26.7M 0.21%
252,323
+19,468
108
$26M 0.2%
844,446
+313,347
109
$26M 0.2%
404,750
+157,161
110
$24.9M 0.19%
2,147,928
+211,760
111
$24.7M 0.19%
192,830
+6,883
112
$24.6M 0.19%
920,320
-89,338
113
$24.5M 0.19%
781,231
-312,260
114
$23.9M 0.18%
112,776
+2,726
115
$23.3M 0.18%
210,072
-20,772
116
$23.3M 0.18%
157,809
+18,168
117
$23.1M 0.18%
130,443
+3,696
118
$23M 0.18%
294,366
-4,038
119
$22.9M 0.18%
454,668
+3,134
120
$22.5M 0.17%
598,358
+64,032
121
$22.3M 0.17%
150,713
+3,776
122
$21.6M 0.17%
416,024
-26,876
123
$21.5M 0.17%
356,851
+35,793
124
$21.3M 0.16%
87,073
-3,619
125
$21.2M 0.16%
156,184
-166,347
3 4
5
6 7