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
176
$15.7M 0.12%
96,770
-5,780
177
$15.6M 0.12%
1,218,840
+254,700
178
$15.4M 0.12%
368,588
+50,205
179
$15.3M 0.12%
170,219
+102,049
180
$15.3M 0.12%
267,128
-24,025
181
$15.2M 0.12%
106,300
-91,563
182
$15.1M 0.12%
132,974
+871
183
$15.1M 0.12%
193,063
-16,998
184
$15.1M 0.12%
239,499
-26,747
185
$14.7M 0.11%
250,619
-29,571
186
$14.7M 0.11%
122,533
+13,376
187
$14.6M 0.11%
272,308
+125,146
188
$14.6M 0.11%
165,776
+19,096
189
$14.6M 0.11%
73,247
-17,136
190
$14.4M 0.11%
247,557
+15,774
191
$14.3M 0.11%
317,443
+28,187
192
$14.2M 0.11%
1,531,848
-5,279
193
$14.2M 0.11%
404,950
+32,490
194
$14M 0.11%
264,959
+19,013
195
$13.9M 0.11%
250,214
-15,076
196
$13.8M 0.11%
167,112
+16,278
197
$13.8M 0.11%
341,525
+90,032
198
$13.7M 0.11%
122,553
+2,624
199
$13.6M 0.1%
534,950
-167,160
200
$13.5M 0.1%
102,937
+2,737
6 7
8
9 10