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
1251
$850K 0.01%
26,225
+1,500
1252
$845K 0.01%
5,583
-4,040
1253
$844K 0.01%
13,677
+1,282
1254
$844K 0.01%
25,683
-8,931
1255
$841K 0.01%
14,007
+193
1256
$841K 0.01%
1,052
+173
1257
$836K 0.01%
15,582
+10,458
1258
$836K 0.01%
15,965
+1,129
1259
$836K 0.01%
11,700
+3,506
1260
$834K 0.01%
13,293
+5,224
1261
$833K 0.01%
14,246
-539
1262
$832K 0.01%
33,320
-70,593
1263
$830K 0.01%
16,514
-45,627
1264
$829K 0.01%
19,416
+83
1265
$827K 0.01%
129,010
-12,087
1266
$825K 0.01%
37,617
-163,426
1267
$824K 0.01%
44,038
-1,059
1268
$824K 0.01%
36,349
+389
1269
$822K 0.01%
102,462
-456
1270
$820K 0.01%
12,781
+7,425
1271
$819K 0.01%
33,006
+10,710
1272
$817K 0.01%
8,604
-280
1273
$815K 0.01%
37,283
-1,332
1274
$814K 0.01%
57,182
+7,474
1275
$813K 0.01%
17,186
-981
49 50
51
52 53