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
1426
$630K ﹤0.01%
8,040
+1,586
1427
$630K ﹤0.01%
7,157
+4
1428
$629K ﹤0.01%
16,219
+2,184
1429
$627K ﹤0.01%
7,901
+3,691
1430
$627K ﹤0.01%
15,887
-10,495
1431
$626K ﹤0.01%
8,541
+1,091
1432
$626K ﹤0.01%
7,324
+8
1433
$625K ﹤0.01%
4,438
+309
1434
$625K ﹤0.01%
8,325
-1,643
1435
$625K ﹤0.01%
26,082
+278
1436
$625K ﹤0.01%
25,026
-9,332
1437
$623K ﹤0.01%
1,419
-45
1438
$623K ﹤0.01%
15,541
-1,877
1439
$621K ﹤0.01%
19,588
+2,378
1440
$620K ﹤0.01%
45,224
+2,685
1441
$620K ﹤0.01%
50,177
-4,000
1442
$619K ﹤0.01%
24,605
-77
1443
$619K ﹤0.01%
23,117
-1,143
1444
$618K ﹤0.01%
4,402
+1,273
1445
$618K ﹤0.01%
25,364
+420
1446
$616K ﹤0.01%
56,975
+5,800
1447
$616K ﹤0.01%
23,861
+175
1448
$615K ﹤0.01%
32,187
+9,902
1449
$615K ﹤0.01%
5,545
+116
1450
$614K ﹤0.01%
55,651
+7,520
56 57
58
59 60