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
126
$21.1M 0.16%
714,933
+213,403
127
$21.1M 0.16%
326,361
+38,790
128
$21.1M 0.16%
478,626
+23,269
129
$21M 0.16%
152,992
-7,238
130
$21M 0.16%
130,025
-6,278
131
$20.8M 0.16%
321,615
-4,079
132
$20.7M 0.16%
86,042
+4,566
133
$20.4M 0.16%
539,496
+32,695
134
$20.2M 0.16%
1,349,053
-15,398
135
$20.1M 0.16%
231,614
+21,141
136
$20.1M 0.16%
414,196
+52,934
137
$19.9M 0.15%
261,146
+3,930
138
$19.9M 0.15%
175,503
+61,295
139
$19.9M 0.15%
398,189
+25,121
140
$19.8M 0.15%
370,669
+6,558
141
$19.6M 0.15%
264,497
+5,391
142
$19.6M 0.15%
390,606
-5,066
143
$19.5M 0.15%
313,424
+117,384
144
$19.4M 0.15%
486,755
-4,836
145
$19.3M 0.15%
511,219
+127,702
146
$19.3M 0.15%
100,593
+858
147
$19M 0.15%
354,026
-5,356
148
$18.9M 0.15%
312,116
+21,272
149
$18.9M 0.15%
164,931
-14,337
150
$18.8M 0.14%
638,574
+508,471
4 5
6
7 8