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
1276
$811K 0.01%
81,067
+1,631
1277
$811K 0.01%
16,942
+238
1278
$809K 0.01%
11,164
-1,278
1279
$808K 0.01%
11,715
-1,155
1280
$808K 0.01%
17,914
+4,966
1281
$806K 0.01%
27,202
+6,113
1282
$804K 0.01%
+14,119
1283
$803K 0.01%
10,399
+233
1284
$801K 0.01%
10,994
-271
1285
$800K 0.01%
10,958
-970
1286
$800K 0.01%
16,940
-616
1287
$798K 0.01%
37,381
+699
1288
$796K 0.01%
76,125
+707
1289
$794K 0.01%
17,270
-2,371
1290
$793K 0.01%
10,449
-373
1291
$793K 0.01%
32,902
+957
1292
$788K 0.01%
14,409
+5,627
1293
$787K 0.01%
31,084
-5,022
1294
$787K 0.01%
14,749
+2,894
1295
$783K 0.01%
11,032
-45
1296
$782K 0.01%
113,702
+95,730
1297
$777K 0.01%
14,212
-3,460
1298
$777K 0.01%
10,998
+381
1299
$777K 0.01%
30,145
+254
1300
$776K 0.01%
25,180
+15,884
50 51
52
53 54