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
1926
$291K ﹤0.01%
2,686
-180
1927
$290K ﹤0.01%
+195
1928
$290K ﹤0.01%
24,228
-7,989
1929
$290K ﹤0.01%
13,522
+2,149
1930
$289K ﹤0.01%
10,353
+610
1931
$289K ﹤0.01%
15,726
-158
1932
$289K ﹤0.01%
5,700
-767
1933
$289K ﹤0.01%
+5,589
1934
$288K ﹤0.01%
27,022
+2,622
1935
$287K ﹤0.01%
887
-89
1936
$287K ﹤0.01%
1,839
+396
1937
$287K ﹤0.01%
6,310
-71,562
1938
$287K ﹤0.01%
2,446
+298
1939
$286K ﹤0.01%
12,349
+2,290
1940
$285K ﹤0.01%
+10,021
1941
$284K ﹤0.01%
4,434
+197
1942
$284K ﹤0.01%
5,211
-17,432
1943
$283K ﹤0.01%
+18,951
1944
$281K ﹤0.01%
15,340
+4,913
1945
$281K ﹤0.01%
4,336
+453
1946
$281K ﹤0.01%
+10,463
1947
$281K ﹤0.01%
10,615
-28
1948
$281K ﹤0.01%
4,360
+184
1949
$281K ﹤0.01%
5,376
+869
1950
$281K ﹤0.01%
13,835
-578
76 77
78
79 80