Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

Sector Composition

1 Technology 6.93%
2 Financials 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$357K ﹤0.01%
7,420
+391
1802
$357K ﹤0.01%
3,776
+317
1803
$357K ﹤0.01%
2,093
+129
1804
$357K ﹤0.01%
3,148
+62
1805
$356K ﹤0.01%
5,255
+155
1806
$356K ﹤0.01%
3,480
+1
1807
$356K ﹤0.01%
12,899
-497
1808
$355K ﹤0.01%
15,801
-11,524
1809
$354K ﹤0.01%
7,517
+2,193
1810
$353K ﹤0.01%
4,026
-2,955
1811
$352K ﹤0.01%
16,149
+6,699
1812
$350K ﹤0.01%
7,408
-1,002
1813
$350K ﹤0.01%
23,794
1814
$350K ﹤0.01%
+1,851
1815
$349K ﹤0.01%
15,703
+1,121
1816
$348K ﹤0.01%
8,635
+18
1817
$346K ﹤0.01%
21,820
-3,000
1818
$345K ﹤0.01%
41,094
+8,549
1819
$345K ﹤0.01%
6,912
+1,370
1820
$344K ﹤0.01%
5,232
-14
1821
$344K ﹤0.01%
3,105
-138
1822
$344K ﹤0.01%
14,153
-1,648
1823
$343K ﹤0.01%
4,181
-15
1824
$342K ﹤0.01%
11,124
+1,886
1825
$342K ﹤0.01%
2,171
+187
71 72
73
74 75