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
1626
$469K ﹤0.01%
36,052
+2,870
1627
$469K ﹤0.01%
11,475
-2,688
1628
$469K ﹤0.01%
5,289
+1,131
1629
$468K ﹤0.01%
14,224
+2,654
1630
$465K ﹤0.01%
16,911
+6,317
1631
$464K ﹤0.01%
19,980
-1,070
1632
$464K ﹤0.01%
16,192
+132
1633
$463K ﹤0.01%
42,725
+18,695
1634
$463K ﹤0.01%
14,899
+1,105
1635
$463K ﹤0.01%
18,006
+1,797
1636
$461K ﹤0.01%
2,022
-277
1637
$461K ﹤0.01%
17,594
-2,425
1638
$460K ﹤0.01%
9,020
+2,152
1639
$459K ﹤0.01%
25,473
-1,204
1640
$456K ﹤0.01%
28,146
+1,060
1641
$455K ﹤0.01%
15,152
-1,158
1642
$454K ﹤0.01%
29,205
+18,867
1643
$454K ﹤0.01%
8,233
+2,287
1644
$452K ﹤0.01%
9,236
-1,932
1645
$451K ﹤0.01%
35,095
+9,969
1646
$451K ﹤0.01%
5,672
+717
1647
$450K ﹤0.01%
28,510
-709
1648
$450K ﹤0.01%
2,764
+156
1649
$450K ﹤0.01%
9,350
-837
1650
$449K ﹤0.01%
3,648
+38
64 65
66
67 68