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
1326
$740K 0.01%
70,545
+18,879
1327
$739K 0.01%
60,280
+33,648
1328
$739K 0.01%
20,055
-2,983
1329
$739K 0.01%
33,898
+436
1330
$739K 0.01%
28,230
+351
1331
$738K 0.01%
11,362
1332
$737K 0.01%
6,643
-420
1333
$736K 0.01%
28,855
-12
1334
$734K 0.01%
16,836
+4,313
1335
$733K 0.01%
8,173
+897
1336
$731K 0.01%
7,678
-183
1337
$731K 0.01%
13,324
+385
1338
$731K 0.01%
24,375
-2,365
1339
$729K 0.01%
25,148
-1,337
1340
$728K 0.01%
27,000
+2,000
1341
$725K 0.01%
13,523
+1,821
1342
$724K 0.01%
6,611
+33
1343
$724K 0.01%
11,070
+2,408
1344
$723K 0.01%
27,038
+319
1345
$723K 0.01%
15,165
-961
1346
$722K 0.01%
7,625
+5,321
1347
$719K 0.01%
+21,415
1348
$717K 0.01%
+20,468
1349
$716K 0.01%
28,031
+4,147
1350
$712K 0.01%
+36,912
52 53
54
55 56