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
1301
$774K 0.01%
17,379
+867
1302
$774K 0.01%
28,885
+2,963
1303
$773K 0.01%
5,229
+546
1304
$770K 0.01%
27,882
-26,313
1305
$770K 0.01%
50,568
+14,488
1306
$767K 0.01%
12,442
+4,611
1307
$766K 0.01%
15,064
+703
1308
$766K 0.01%
25,866
-5,288
1309
$765K 0.01%
2,928
-739
1310
$765K 0.01%
12,099
-1,158
1311
$764K 0.01%
18,349
+2,890
1312
$761K 0.01%
21,558
-2,861
1313
$761K 0.01%
18,945
+45
1314
$760K 0.01%
16,796
-2,264
1315
$759K 0.01%
15,629
-2,436
1316
$755K 0.01%
29,067
+2,911
1317
$752K 0.01%
948
+45
1318
$749K 0.01%
6,447
+133
1319
$747K 0.01%
13,100
-985
1320
$744K 0.01%
28,523
+316
1321
$744K 0.01%
18,579
-469
1322
$743K 0.01%
2,195
+2
1323
$742K 0.01%
11,998
+68
1324
$741K 0.01%
18,499
+159
1325
$740K 0.01%
8,286
+609
51 52
53
54 55