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
1776
$372K ﹤0.01%
3,317
-37
1777
$371K ﹤0.01%
1,440
+84
1778
$369K ﹤0.01%
23,214
1779
$369K ﹤0.01%
+10,322
1780
$368K ﹤0.01%
28,881
-20
1781
$368K ﹤0.01%
34,787
+3,148
1782
$368K ﹤0.01%
+11,096
1783
$368K ﹤0.01%
7,091
-218
1784
$367K ﹤0.01%
25,148
+2,970
1785
$367K ﹤0.01%
+48,419
1786
$367K ﹤0.01%
19,919
+3,940
1787
$365K ﹤0.01%
+13,497
1788
$363K ﹤0.01%
3,322
-56
1789
$363K ﹤0.01%
5,708
-1,956
1790
$363K ﹤0.01%
+8,704
1791
$361K ﹤0.01%
40,508
+1,991
1792
$361K ﹤0.01%
644
+69
1793
$360K ﹤0.01%
2,892
+142
1794
$359K ﹤0.01%
12,883
-152
1795
$359K ﹤0.01%
2,682
+958
1796
$358K ﹤0.01%
46,071
+6,790
1797
$358K ﹤0.01%
12,659
+544
1798
$358K ﹤0.01%
4,146
+368
1799
$357K ﹤0.01%
7,420
+391
1800
$357K ﹤0.01%
34,617
-3,106
70 71
72
73 74