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
1501
$563K ﹤0.01%
22,094
+254
1502
$562K ﹤0.01%
24,777
-10,026
1503
$562K ﹤0.01%
7,569
+16
1504
$561K ﹤0.01%
13,025
+184
1505
$559K ﹤0.01%
40,651
+14,406
1506
$557K ﹤0.01%
11,005
+711
1507
$557K ﹤0.01%
9,977
-589
1508
$555K ﹤0.01%
14,081
+302
1509
$553K ﹤0.01%
25,608
-12,612
1510
$553K ﹤0.01%
14,331
-775
1511
$553K ﹤0.01%
2,606
-11
1512
$553K ﹤0.01%
10,415
-79,187
1513
$553K ﹤0.01%
20,901
+150
1514
$552K ﹤0.01%
7,996
-30
1515
$552K ﹤0.01%
2,214
+25
1516
$551K ﹤0.01%
2,159
+781
1517
$550K ﹤0.01%
8,228
+298
1518
$550K ﹤0.01%
3,194
-43
1519
$549K ﹤0.01%
25,554
+678
1520
$549K ﹤0.01%
28,876
+17,570
1521
$548K ﹤0.01%
30,608
+58
1522
$548K ﹤0.01%
34,997
+3,940
1523
$547K ﹤0.01%
20,296
+3,056
1524
$546K ﹤0.01%
1,951
+457
1525
$546K ﹤0.01%
7,938
+2,665
59 60
61
62 63