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
1576
$500K ﹤0.01%
22,359
+4,657
1577
$500K ﹤0.01%
+2,445
1578
$499K ﹤0.01%
17,316
-332
1579
$497K ﹤0.01%
10,354
+448
1580
$497K ﹤0.01%
29,915
+175
1581
$496K ﹤0.01%
2,124
-158
1582
$496K ﹤0.01%
18,358
+1,422
1583
$495K ﹤0.01%
8,045
-937
1584
$495K ﹤0.01%
26,142
+3,081
1585
$495K ﹤0.01%
28,599
+1,315
1586
$494K ﹤0.01%
17,701
+202
1587
$491K ﹤0.01%
9,705
-364
1588
$491K ﹤0.01%
458
+12
1589
$491K ﹤0.01%
12,206
+407
1590
$490K ﹤0.01%
20,131
+252
1591
$489K ﹤0.01%
11,390
+497
1592
$489K ﹤0.01%
20,573
-75
1593
$489K ﹤0.01%
43,800
-7,000
1594
$488K ﹤0.01%
6,737
-1,254
1595
$488K ﹤0.01%
12,129
+373
1596
$488K ﹤0.01%
14,075
+635
1597
$487K ﹤0.01%
16,984
-3,303
1598
$487K ﹤0.01%
73,390
+22,500
1599
$487K ﹤0.01%
18,255
-903
1600
$486K ﹤0.01%
4,258
-3,894
62 63
64
65 66