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
1526
$545K ﹤0.01%
14,845
-781
1527
$545K ﹤0.01%
190,680
-42,964
1528
$544K ﹤0.01%
47,968
-10,903
1529
$540K ﹤0.01%
6,676
+682
1530
$540K ﹤0.01%
3,601
-527
1531
$537K ﹤0.01%
27,738
-7,886
1532
$537K ﹤0.01%
6,444
+7
1533
$537K ﹤0.01%
3,571
+768
1534
$535K ﹤0.01%
37,235
-26,488
1535
$535K ﹤0.01%
+29,883
1536
$534K ﹤0.01%
5,255
+187
1537
$533K ﹤0.01%
9,000
1538
$532K ﹤0.01%
2,902
+170
1539
$530K ﹤0.01%
+29,784
1540
$530K ﹤0.01%
109,324
+4,763
1541
$529K ﹤0.01%
25,412
+7
1542
$529K ﹤0.01%
23,167
+6,775
1543
$526K ﹤0.01%
+17,897
1544
$526K ﹤0.01%
8,245
-20
1545
$525K ﹤0.01%
15,685
+1,302
1546
$524K ﹤0.01%
34,718
-4,318
1547
$523K ﹤0.01%
6,034
+344
1548
$523K ﹤0.01%
22,999
+38
1549
$522K ﹤0.01%
3,538
+1,848
1550
$521K ﹤0.01%
31,727
+3,703
60 61
62
63 64