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
1226
$876K 0.01%
4,873
+1,336
1227
$876K 0.01%
32,059
-2,122
1228
$872K 0.01%
53,151
-1,978
1229
$872K 0.01%
31,366
+5,273
1230
$871K 0.01%
14,281
+1,979
1231
$871K 0.01%
77,803
+115
1232
$871K 0.01%
33,822
+1,560
1233
$871K 0.01%
11,012
+4,524
1234
$870K 0.01%
77,021
+25,181
1235
$870K 0.01%
20,729
-4,126
1236
$870K 0.01%
19,515
+2,172
1237
$868K 0.01%
+8,628
1238
$865K 0.01%
60,600
+1,094
1239
$864K 0.01%
7,795
-1,000
1240
$864K 0.01%
15,781
+10,887
1241
$860K 0.01%
42,369
-1,127
1242
$860K 0.01%
17,906
+3,729
1243
$858K 0.01%
73,624
-9,950
1244
$856K 0.01%
5,724
+581
1245
$855K 0.01%
38,610
-1,858
1246
$854K 0.01%
10,203
+2,381
1247
$853K 0.01%
2,905
-67
1248
$853K 0.01%
36,140
+17,923
1249
$851K 0.01%
7,551
-754
1250
$850K 0.01%
5,306
+67
48 49
50
51 52