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
1751
$386K ﹤0.01%
23,440
+755
1752
$385K ﹤0.01%
12,236
+483
1753
$385K ﹤0.01%
22,110
+2,621
1754
$385K ﹤0.01%
+14,299
1755
$385K ﹤0.01%
23,261
+2,366
1756
$384K ﹤0.01%
3,001
-314
1757
$383K ﹤0.01%
10,731
+1,479
1758
$383K ﹤0.01%
36,447
-4,007
1759
$382K ﹤0.01%
14,647
+9
1760
$381K ﹤0.01%
15,463
+5,681
1761
$381K ﹤0.01%
11,293
1762
$380K ﹤0.01%
23,427
+2,479
1763
$380K ﹤0.01%
7,509
+3,571
1764
$380K ﹤0.01%
26,971
+601
1765
$380K ﹤0.01%
5,904
+2,304
1766
$378K ﹤0.01%
+9,600
1767
$377K ﹤0.01%
+13,034
1768
$376K ﹤0.01%
7,682
1769
$375K ﹤0.01%
14,728
+879
1770
$375K ﹤0.01%
14,306
-290
1771
$373K ﹤0.01%
9,288
-684
1772
$372K ﹤0.01%
5,185
-1,209
1773
$372K ﹤0.01%
4,636
-44
1774
$372K ﹤0.01%
+4,769
1775
$372K ﹤0.01%
38,804
+10,775
69 70
71
72 73