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
1376
$681K 0.01%
12,039
+3,376
1377
$681K 0.01%
10,102
+469
1378
$680K 0.01%
45,858
+17,100
1379
$679K 0.01%
30,466
+2,766
1380
$678K 0.01%
25,028
+14,534
1381
$675K 0.01%
60,238
-2,243
1382
$675K 0.01%
28,110
+15,528
1383
$674K 0.01%
18,165
-9,534
1384
$673K 0.01%
44,485
+2,197
1385
$673K 0.01%
22,380
+4,927
1386
$673K 0.01%
13,611
-1,107
1387
$673K 0.01%
17,589
+1,492
1388
$672K 0.01%
36,574
+3,347
1389
$671K 0.01%
6,244
-175
1390
$670K 0.01%
5,088
+993
1391
$670K 0.01%
462
-2
1392
$669K 0.01%
21,230
1393
$668K 0.01%
14,491
+1,144
1394
$666K 0.01%
10,863
+457
1395
$665K 0.01%
8,952
-2,336
1396
$665K 0.01%
4,974
-500
1397
$663K 0.01%
11,241
+78
1398
$662K 0.01%
7,669
+87
1399
$660K 0.01%
10,608
-2,007
1400
$659K 0.01%
+5,487
54 55
56
57 58