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
1451
$611K ﹤0.01%
34,791
-18,069
1452
$610K ﹤0.01%
4,131
+325
1453
$608K ﹤0.01%
31,874
+410
1454
$607K ﹤0.01%
11,995
-238
1455
$606K ﹤0.01%
13,297
1456
$605K ﹤0.01%
6,462
+358
1457
$605K ﹤0.01%
7,588
-4,789
1458
$605K ﹤0.01%
4,540
-4,518
1459
$604K ﹤0.01%
12,153
-9
1460
$604K ﹤0.01%
10,347
+193
1461
$602K ﹤0.01%
5,916
+606
1462
$602K ﹤0.01%
4,665
+86
1463
$600K ﹤0.01%
19,538
-654
1464
$600K ﹤0.01%
15,516
+281
1465
$600K ﹤0.01%
7,611
+913
1466
$597K ﹤0.01%
+28,716
1467
$595K ﹤0.01%
7,578
-297
1468
$594K ﹤0.01%
10,409
+1,389
1469
$593K ﹤0.01%
14,592
+8,414
1470
$593K ﹤0.01%
2,474
+24
1471
$592K ﹤0.01%
11,605
+450
1472
$592K ﹤0.01%
76,897
+2,162
1473
$591K ﹤0.01%
32,756
+3,359
1474
$590K ﹤0.01%
10,436
+4,176
1475
$590K ﹤0.01%
407
-7
57 58
59
60 61