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
1601
$485K ﹤0.01%
23,524
+14,597
1602
$484K ﹤0.01%
2,779
-199
1603
$484K ﹤0.01%
20,530
-2,436
1604
$484K ﹤0.01%
14,340
+1,339
1605
$484K ﹤0.01%
+15,688
1606
$482K ﹤0.01%
+16,665
1607
$482K ﹤0.01%
77,800
+1,872
1608
$482K ﹤0.01%
+12,080
1609
$482K ﹤0.01%
1,903
-1,643
1610
$481K ﹤0.01%
19,998
+2,751
1611
$480K ﹤0.01%
10,668
-761
1612
$479K ﹤0.01%
20,465
-1,258
1613
$478K ﹤0.01%
5,538
-6,362
1614
$475K ﹤0.01%
19,996
+3,311
1615
$475K ﹤0.01%
327,724
+93,400
1616
$475K ﹤0.01%
31,290
-1,200
1617
$474K ﹤0.01%
12,741
+172
1618
$474K ﹤0.01%
10,134
+210
1619
$472K ﹤0.01%
+8,204
1620
$472K ﹤0.01%
7,700
-1,235
1621
$471K ﹤0.01%
4,720
-3,691
1622
$471K ﹤0.01%
27,901
-2,949
1623
$470K ﹤0.01%
10,398
+2,832
1624
$470K ﹤0.01%
14,160
-2
1625
$469K ﹤0.01%
10,070
63 64
65
66 67