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
1676
$429K ﹤0.01%
19,940
-2,345
1677
$428K ﹤0.01%
16,170
+453
1678
$427K ﹤0.01%
17,584
-2,472
1679
$426K ﹤0.01%
+7,962
1680
$425K ﹤0.01%
7,906
-1,531
1681
$424K ﹤0.01%
5,638
-1,350
1682
$424K ﹤0.01%
15,725
+6,787
1683
$423K ﹤0.01%
19,931
+1,000
1684
$423K ﹤0.01%
8,457
-1,125
1685
$422K ﹤0.01%
+15,653
1686
$421K ﹤0.01%
16,441
-7,444
1687
$420K ﹤0.01%
6,898
-5,984
1688
$420K ﹤0.01%
2,710
-44
1689
$420K ﹤0.01%
344,536
+3,286
1690
$419K ﹤0.01%
1,975
-8
1691
$419K ﹤0.01%
82,605
1692
$419K ﹤0.01%
4,312
+34
1693
$419K ﹤0.01%
10,427
-2,329
1694
$418K ﹤0.01%
33,802
-4,244
1695
$416K ﹤0.01%
125,785
+5,778
1696
$416K ﹤0.01%
6,164
+1,958
1697
$415K ﹤0.01%
24,793
+11,514
1698
$415K ﹤0.01%
7,729
-1,170
1699
$414K ﹤0.01%
12,621
+1,487
1700
$412K ﹤0.01%
5,080
-2
66 67
68
69 70