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
2001
$261K ﹤0.01%
2,154
+79
2002
$261K ﹤0.01%
5,713
-6,055
2003
$260K ﹤0.01%
11,486
-1,310
2004
$260K ﹤0.01%
+15,962
2005
$259K ﹤0.01%
4,255
2006
$259K ﹤0.01%
683
-718
2007
$258K ﹤0.01%
3,374
+79
2008
$258K ﹤0.01%
8,711
-1,047
2009
$258K ﹤0.01%
10,384
+38
2010
$258K ﹤0.01%
8,584
-453
2011
$258K ﹤0.01%
8,645
-1,983
2012
$258K ﹤0.01%
54,440
+19,425
2013
$258K ﹤0.01%
+7,542
2014
$258K ﹤0.01%
18,344
+2,249
2015
$257K ﹤0.01%
18,383
+6,254
2016
$257K ﹤0.01%
4,181
-418
2017
$255K ﹤0.01%
3,715
+400
2018
$254K ﹤0.01%
5,514
+184
2019
$254K ﹤0.01%
18,225
-1,608
2020
$253K ﹤0.01%
30,038
-1,906
2021
$253K ﹤0.01%
5,578
-1,026
2022
$253K ﹤0.01%
+3,394
2023
$253K ﹤0.01%
20,110
+1,832
2024
$253K ﹤0.01%
13,632
2025
$253K ﹤0.01%
17,547
+28
79 80
81
82 83