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
1901
$305K ﹤0.01%
9,899
-606
1902
$304K ﹤0.01%
17,331
-487
1903
$304K ﹤0.01%
19,295
-206
1904
$304K ﹤0.01%
+3,125
1905
$303K ﹤0.01%
106,067
1906
$303K ﹤0.01%
+11,091
1907
$303K ﹤0.01%
6,650
-146
1908
$303K ﹤0.01%
10,358
+1,059
1909
$303K ﹤0.01%
+8,698
1910
$303K ﹤0.01%
10,778
+963
1911
$301K ﹤0.01%
20,569
+1,339
1912
$301K ﹤0.01%
6,039
+2,480
1913
$300K ﹤0.01%
26,802
-4,275
1914
$299K ﹤0.01%
36,252
-4,621
1915
$299K ﹤0.01%
+19,486
1916
$297K ﹤0.01%
5,097
+289
1917
$295K ﹤0.01%
+3,442
1918
$295K ﹤0.01%
11,361
+648
1919
$295K ﹤0.01%
+15,056
1920
$294K ﹤0.01%
7,709
-240
1921
$293K ﹤0.01%
8,778
-2,087
1922
$292K ﹤0.01%
6,827
+636
1923
$292K ﹤0.01%
7,064
+100
1924
$292K ﹤0.01%
11,139
+236
1925
$292K ﹤0.01%
3,354
-383
75 76
77
78 79