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
1701
$412K ﹤0.01%
6,359
-705
1702
$411K ﹤0.01%
5,440
+579
1703
$410K ﹤0.01%
2,595
-3,004
1704
$410K ﹤0.01%
6,024
-1,471
1705
$410K ﹤0.01%
15,263
+1,836
1706
$409K ﹤0.01%
4,227
+26
1707
$408K ﹤0.01%
4,254
+117
1708
$408K ﹤0.01%
2,790
+833
1709
$407K ﹤0.01%
1,377
+2
1710
$407K ﹤0.01%
17,827
-7,669
1711
$407K ﹤0.01%
12,492
+1,563
1712
$407K ﹤0.01%
3,471
-149
1713
$407K ﹤0.01%
33,702
+1,196
1714
$406K ﹤0.01%
31,558
-7,180
1715
$406K ﹤0.01%
7,977
+2,025
1716
$406K ﹤0.01%
6,780
+1,080
1717
$404K ﹤0.01%
+106
1718
$404K ﹤0.01%
+8,807
1719
$402K ﹤0.01%
11,345
-201
1720
$401K ﹤0.01%
17,903
-778
1721
$401K ﹤0.01%
30,491
-5,089
1722
$400K ﹤0.01%
15,395
+1,373
1723
$400K ﹤0.01%
38,183
+241
1724
$400K ﹤0.01%
+10,176
1725
$399K ﹤0.01%
107,680
-30,680
67 68
69
70 71