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
1851
$326K ﹤0.01%
11,253
+1,066
1852
$326K ﹤0.01%
5,243
+211
1853
$326K ﹤0.01%
57,823
+5,313
1854
$325K ﹤0.01%
6,993
+686
1855
$325K ﹤0.01%
5,947
+48
1856
$323K ﹤0.01%
12,657
+641
1857
$323K ﹤0.01%
9,186
+1,251
1858
$323K ﹤0.01%
6,636
-112
1859
$322K ﹤0.01%
7,045
-10
1860
$321K ﹤0.01%
21,994
-441
1861
$321K ﹤0.01%
3,276
-26
1862
$321K ﹤0.01%
2,339
-308
1863
$320K ﹤0.01%
+21,504
1864
$319K ﹤0.01%
+5,364
1865
$319K ﹤0.01%
+11,788
1866
$319K ﹤0.01%
7,277
+36
1867
$319K ﹤0.01%
8,619
-722
1868
$319K ﹤0.01%
5,670
+718
1869
$319K ﹤0.01%
2,654
-308
1870
$318K ﹤0.01%
15,990
+569
1871
$318K ﹤0.01%
15,261
+263
1872
$318K ﹤0.01%
3,077
-24
1873
$316K ﹤0.01%
+6,077
1874
$316K ﹤0.01%
83,249
+4,727
1875
$315K ﹤0.01%
13,185
+65
73 74
75
76 77