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
151
$18.7M 0.14%
63,575
+3,000
152
$18.6M 0.14%
533,460
+181,751
153
$18.6M 0.14%
211,456
+28,106
154
$18.5M 0.14%
568,564
+30,096
155
$18.5M 0.14%
303,987
+103,163
156
$18.4M 0.14%
288,737
-7,290
157
$18M 0.14%
556,910
-18,570
158
$18M 0.14%
347,587
+294,366
159
$17.8M 0.14%
53,984
-1,950
160
$17.6M 0.14%
743,725
+388,199
161
$17.5M 0.14%
715,702
+10,573
162
$17.5M 0.14%
444,259
+4,078
163
$17.5M 0.14%
181,350
+55,082
164
$17.4M 0.13%
160,932
+60,309
165
$17.2M 0.13%
185,035
-40,715
166
$17M 0.13%
186,003
+34,765
167
$16.8M 0.13%
336,378
+51,612
168
$16.7M 0.13%
372,328
-54,872
169
$16.6M 0.13%
232,380
-700
170
$16.5M 0.13%
167,999
+19,960
171
$16.4M 0.13%
866,872
+31,336
172
$16.3M 0.13%
812,421
+105,741
173
$16.1M 0.12%
171,081
+14,337
174
$15.9M 0.12%
296,176
+165,978
175
$15.9M 0.12%
114,318
+6,164
5 6
7
8 9