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
1476
$590K ﹤0.01%
33,389
+267
1477
$590K ﹤0.01%
12,331
-857
1478
$589K ﹤0.01%
12,370
+1,671
1479
$589K ﹤0.01%
8,478
-204
1480
$587K ﹤0.01%
6,042
1481
$585K ﹤0.01%
58,946
-47,727
1482
$585K ﹤0.01%
16,727
+104
1483
$578K ﹤0.01%
22,446
-107,038
1484
$578K ﹤0.01%
17,011
-33
1485
$577K ﹤0.01%
25,297
-1,411
1486
$576K ﹤0.01%
+12,117
1487
$574K ﹤0.01%
45,897
-2,040
1488
$573K ﹤0.01%
31,977
-7,182
1489
$572K ﹤0.01%
7,469
+1,016
1490
$571K ﹤0.01%
33,610
-13,245
1491
$571K ﹤0.01%
18,635
-2,105
1492
$570K ﹤0.01%
6,655
-63
1493
$569K ﹤0.01%
7,763
+237
1494
$569K ﹤0.01%
8,123
-2,100
1495
$569K ﹤0.01%
8,742
-1,994
1496
$567K ﹤0.01%
21,770
+1,882
1497
$566K ﹤0.01%
385,092
-28,736
1498
$565K ﹤0.01%
22,595
+445
1499
$565K ﹤0.01%
+22,608
1500
$564K ﹤0.01%
28,366
+4,338
58 59
60
61 62