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
1551
$521K ﹤0.01%
+13,237
1552
$520K ﹤0.01%
23,968
+394
1553
$520K ﹤0.01%
14,333
+2,120
1554
$520K ﹤0.01%
35,755
+844
1555
$519K ﹤0.01%
4,842
-48
1556
$517K ﹤0.01%
12,643
+515
1557
$516K ﹤0.01%
9,719
+20
1558
$515K ﹤0.01%
32,663
-294
1559
$514K ﹤0.01%
10,534
+479
1560
$513K ﹤0.01%
39,845
+2,188
1561
$513K ﹤0.01%
2,538
+165
1562
$512K ﹤0.01%
33,790
-773
1563
$512K ﹤0.01%
5,514
-239
1564
$512K ﹤0.01%
116,452
+18,535
1565
$512K ﹤0.01%
24,962
+9,998
1566
$512K ﹤0.01%
9,086
+807
1567
$511K ﹤0.01%
8,086
-333
1568
$507K ﹤0.01%
17,327
+2,192
1569
$507K ﹤0.01%
14,613
-186
1570
$506K ﹤0.01%
+19,718
1571
$504K ﹤0.01%
8,682
-2,498
1572
$502K ﹤0.01%
8,459
-494
1573
$502K ﹤0.01%
9,861
-876
1574
$501K ﹤0.01%
42,651
+17,293
1575
$501K ﹤0.01%
+24,854
61 62
63
64 65