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
1726
$399K ﹤0.01%
8,759
+110
1727
$398K ﹤0.01%
22,782
1728
$397K ﹤0.01%
7,732
+442
1729
$397K ﹤0.01%
2,400
-106
1730
$396K ﹤0.01%
8,638
-286
1731
$395K ﹤0.01%
30,488
-2,341
1732
$395K ﹤0.01%
2,994
+923
1733
$394K ﹤0.01%
28,000
-1,000
1734
$393K ﹤0.01%
10,827
+1,486
1735
$393K ﹤0.01%
9,204
+20
1736
$393K ﹤0.01%
5,027
+806
1737
$393K ﹤0.01%
10,176
+201
1738
$393K ﹤0.01%
29,222
+4,514
1739
$390K ﹤0.01%
11,508
+2
1740
$390K ﹤0.01%
25,130
+14,405
1741
$389K ﹤0.01%
7,473
+1,216
1742
$389K ﹤0.01%
+129,143
1743
$388K ﹤0.01%
7,496
-243
1744
$388K ﹤0.01%
12,091
-2,025
1745
$388K ﹤0.01%
9,961
+3,473
1746
$388K ﹤0.01%
255,292
-10,872
1747
$388K ﹤0.01%
3,637
+1,482
1748
$387K ﹤0.01%
14,288
-672
1749
$387K ﹤0.01%
38,785
+8,595
1750
$386K ﹤0.01%
5,715
+771
68 69
70
71 72