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
1651
$448K ﹤0.01%
+16,633
1652
$448K ﹤0.01%
+9,540
1653
$447K ﹤0.01%
9,831
+2,151
1654
$447K ﹤0.01%
9,720
-6,615
1655
$446K ﹤0.01%
13,892
-662
1656
$445K ﹤0.01%
20,189
-1,458
1657
$445K ﹤0.01%
+16,530
1658
$445K ﹤0.01%
3,820
-198
1659
$445K ﹤0.01%
6,522
+153
1660
$444K ﹤0.01%
1,003
-249
1661
$444K ﹤0.01%
19,059
+4,033
1662
$442K ﹤0.01%
55,333
-4,798
1663
$441K ﹤0.01%
3,673
+1,254
1664
$439K ﹤0.01%
32,383
-5,147
1665
$438K ﹤0.01%
18,661
-942
1666
$438K ﹤0.01%
9,098
-23
1667
$438K ﹤0.01%
25,086
+726
1668
$438K ﹤0.01%
2,092
+22
1669
$437K ﹤0.01%
29,115
+8
1670
$435K ﹤0.01%
12,660
-407
1671
$433K ﹤0.01%
9,391
-17
1672
$432K ﹤0.01%
40,804
+1,365
1673
$431K ﹤0.01%
11,684
+785
1674
$430K ﹤0.01%
4,307
-28
1675
$430K ﹤0.01%
8,488
+2,560
65 66
67
68 69