Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

Sector Composition

1 Technology 6.93%
2 Financials 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$280K ﹤0.01%
+1,676
1952
$280K ﹤0.01%
10,998
-2,837
1953
$280K ﹤0.01%
34,117
-6,653
1954
$280K ﹤0.01%
+4,000
1955
$279K ﹤0.01%
15,166
+350
1956
$279K ﹤0.01%
+21,180
1957
$277K ﹤0.01%
+8,472
1958
$276K ﹤0.01%
+17,416
1959
$276K ﹤0.01%
15,859
+377
1960
$276K ﹤0.01%
33,647
+300
1961
$274K ﹤0.01%
2,741
+414
1962
$274K ﹤0.01%
3,483
+586
1963
$274K ﹤0.01%
8,486
-172
1964
$274K ﹤0.01%
4,435
+178
1965
$274K ﹤0.01%
11,644
+341
1966
$273K ﹤0.01%
+7,198
1967
$273K ﹤0.01%
+4,970
1968
$272K ﹤0.01%
45,623
+6,786
1969
$272K ﹤0.01%
12,025
+949
1970
$271K ﹤0.01%
14,055
-100
1971
$270K ﹤0.01%
34,452
+9,915
1972
$270K ﹤0.01%
+7,175
1973
$270K ﹤0.01%
11,165
-1,462
1974
$270K ﹤0.01%
7,293
+81
1975
$269K ﹤0.01%
+5,454
77 78
79
80 81