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
1351
$710K 0.01%
33,270
+729
1352
$709K 0.01%
21,013
+3,065
1353
$708K 0.01%
2,360
-1,781
1354
$706K 0.01%
11,859
+5,953
1355
$705K 0.01%
31,617
+1,734
1356
$701K 0.01%
7,319
+1,999
1357
$700K 0.01%
23,380
-5,224
1358
$700K 0.01%
11,035
+495
1359
$700K 0.01%
6,101
+1,100
1360
$695K 0.01%
8,532
+286
1361
$693K 0.01%
12,969
+2,737
1362
$693K 0.01%
5,889
+2,248
1363
$693K 0.01%
42,465
+4,623
1364
$693K 0.01%
45,705
+1,407
1365
$692K 0.01%
15,283
+2,533
1366
$687K 0.01%
25,130
+765
1367
$686K 0.01%
4,941
+2,533
1368
$684K 0.01%
10,425
+5,530
1369
$683K 0.01%
42,021
+12,578
1370
$683K 0.01%
48,691
+1,833
1371
$682K 0.01%
21,915
-566
1372
$682K 0.01%
26,816
+2,316
1373
$682K 0.01%
11,724
+1,513
1374
$681K 0.01%
32,176
-673
1375
$681K 0.01%
30,829
-626
53 54
55
56 57