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
1826
$342K ﹤0.01%
38,999
-20,919
1827
$342K ﹤0.01%
16,720
+540
1828
$341K ﹤0.01%
5,471
+134
1829
$341K ﹤0.01%
+9,353
1830
$341K ﹤0.01%
9,235
-300
1831
$340K ﹤0.01%
22,284
-12,690
1832
$339K ﹤0.01%
249,292
+230,247
1833
$339K ﹤0.01%
8,973
+1,261
1834
$339K ﹤0.01%
5,505
-10,573
1835
$338K ﹤0.01%
12,121
-2,511
1836
$338K ﹤0.01%
1,347
+307
1837
$338K ﹤0.01%
10,739
+77
1838
$337K ﹤0.01%
17,240
+210
1839
$336K ﹤0.01%
1,376
+43
1840
$335K ﹤0.01%
5,577
-127
1841
$334K ﹤0.01%
4,828
-1,443
1842
$334K ﹤0.01%
28,220
+271
1843
$333K ﹤0.01%
+18,416
1844
$333K ﹤0.01%
12,458
+1,858
1845
$332K ﹤0.01%
60,497
+4,350
1846
$331K ﹤0.01%
+13,702
1847
$330K ﹤0.01%
13,659
+2,376
1848
$330K ﹤0.01%
27,116
-713
1849
$328K ﹤0.01%
12,618
+2,038
1850
$326K ﹤0.01%
22,696
+1,458
72 73
74
75 76