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
1976
$269K ﹤0.01%
7,123
+796
1977
$269K ﹤0.01%
22,342
+3,319
1978
$269K ﹤0.01%
+5,454
1979
$268K ﹤0.01%
18,389
+30
1980
$268K ﹤0.01%
5,162
-650
1981
$268K ﹤0.01%
4,125
+250
1982
$267K ﹤0.01%
22,700
-2,686
1983
$266K ﹤0.01%
56,300
+263
1984
$266K ﹤0.01%
1,625
-26
1985
$266K ﹤0.01%
2,927
-174
1986
$266K ﹤0.01%
10,577
+41
1987
$265K ﹤0.01%
6,918
-299
1988
$265K ﹤0.01%
5,415
-39
1989
$265K ﹤0.01%
18,793
+3,900
1990
$265K ﹤0.01%
6,364
-603
1991
$265K ﹤0.01%
11,527
-383
1992
$265K ﹤0.01%
4,067
-1,592
1993
$264K ﹤0.01%
8,376
+5
1994
$263K ﹤0.01%
2,886
-7
1995
$263K ﹤0.01%
3,333
+187
1996
$263K ﹤0.01%
+10,247
1997
$263K ﹤0.01%
+31,050
1998
$262K ﹤0.01%
19,025
-9,189
1999
$262K ﹤0.01%
2,031
+75
2000
$261K ﹤0.01%
3,540
+106
78 79
80
81 82