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
2051
$246K ﹤0.01%
18,589
+3,819
2052
$246K ﹤0.01%
10,170
-923
2053
$246K ﹤0.01%
6,962
+667
2054
$246K ﹤0.01%
6,970
-451
2055
$246K ﹤0.01%
2,745
+43
2056
$245K ﹤0.01%
4,543
-1,207
2057
$245K ﹤0.01%
8,004
-751
2058
$245K ﹤0.01%
+9,965
2059
$245K ﹤0.01%
39,880
+10,517
2060
$245K ﹤0.01%
64,214
-376
2061
$245K ﹤0.01%
3,978
+56
2062
$244K ﹤0.01%
+9,560
2063
$244K ﹤0.01%
3,003
+337
2064
$243K ﹤0.01%
+5,088
2065
$243K ﹤0.01%
9,300
+812
2066
$243K ﹤0.01%
4,791
-350
2067
$243K ﹤0.01%
16,957
-13,242
2068
$242K ﹤0.01%
+5,712
2069
$242K ﹤0.01%
4,038
+472
2070
$242K ﹤0.01%
11,735
-309
2071
$242K ﹤0.01%
1,019
2072
$241K ﹤0.01%
+13,519
2073
$241K ﹤0.01%
1,580
+190
2074
$241K ﹤0.01%
1,968
+108
2075
$240K ﹤0.01%
13,099
-31
81 82
83
84 85