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
1401
$658K 0.01%
+5,310
1402
$658K 0.01%
16,840
+48
1403
$657K 0.01%
3,645
-86
1404
$656K 0.01%
26,372
+10,352
1405
$656K 0.01%
24,878
+6,334
1406
$655K 0.01%
19,686
-634
1407
$655K 0.01%
39,560
-1,242
1408
$653K 0.01%
+9,513
1409
$651K 0.01%
26,194
+2,407
1410
$651K 0.01%
20,894
+4,275
1411
$651K 0.01%
24,204
-3,518
1412
$649K 0.01%
2,158
+57
1413
$649K 0.01%
5,732
-2,536
1414
$648K 0.01%
18,866
+7,261
1415
$646K 0.01%
61,216
+8,500
1416
$642K 0.01%
7,309
+1,245
1417
$641K ﹤0.01%
40,049
+6,197
1418
$641K ﹤0.01%
27,852
-1,930
1419
$640K ﹤0.01%
+31,810
1420
$639K ﹤0.01%
20,042
-8,000
1421
$639K ﹤0.01%
12,291
-176
1422
$637K ﹤0.01%
+29,493
1423
$636K ﹤0.01%
+13,458
1424
$632K ﹤0.01%
1,303
+123
1425
$632K ﹤0.01%
+28,804
55 56
57
58 59