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
1876
$315K ﹤0.01%
13,493
+1,846
1877
$314K ﹤0.01%
15,318
-2,652
1878
$314K ﹤0.01%
36,892
+13
1879
$313K ﹤0.01%
14,045
-1,745
1880
$313K ﹤0.01%
3,413
+44
1881
$313K ﹤0.01%
+38,882
1882
$312K ﹤0.01%
5,666
-878
1883
$312K ﹤0.01%
6,105
+256
1884
$311K ﹤0.01%
11,838
-1,828
1885
$310K ﹤0.01%
4,741
+7
1886
$310K ﹤0.01%
10,250
+889
1887
$310K ﹤0.01%
12,551
+3,373
1888
$310K ﹤0.01%
4,868
+1,935
1889
$310K ﹤0.01%
8,632
-1,301
1890
$309K ﹤0.01%
2,279
-190
1891
$309K ﹤0.01%
11,634
-1,431
1892
$309K ﹤0.01%
46,370
-15,818
1893
$309K ﹤0.01%
94,027
+7,283
1894
$307K ﹤0.01%
3,210
-269
1895
$307K ﹤0.01%
3,542
+66
1896
$307K ﹤0.01%
26,794
-1,854
1897
$307K ﹤0.01%
+2,230
1898
$306K ﹤0.01%
13,039
+1,135
1899
$305K ﹤0.01%
19,550
1900
$305K ﹤0.01%
11,500
-1,999
74 75
76
77 78