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
2076
$240K ﹤0.01%
3,746
2077
$240K ﹤0.01%
+16,876
2078
$240K ﹤0.01%
20,885
+2,185
2079
$240K ﹤0.01%
1,991
-139
2080
$239K ﹤0.01%
8,602
+1,293
2081
$239K ﹤0.01%
2,634
-168
2082
$238K ﹤0.01%
14,202
-550
2083
$238K ﹤0.01%
+1,844
2084
$238K ﹤0.01%
+9,403
2085
$238K ﹤0.01%
15,295
+14
2086
$237K ﹤0.01%
+3,557
2087
$237K ﹤0.01%
6,290
-8,934
2088
$237K ﹤0.01%
+1,882
2089
$237K ﹤0.01%
17,133
+150
2090
$236K ﹤0.01%
2,282
-55
2091
$236K ﹤0.01%
4,627
-11,107
2092
$236K ﹤0.01%
7,107
+54
2093
$235K ﹤0.01%
+9,370
2094
$235K ﹤0.01%
11,710
-1,317
2095
$234K ﹤0.01%
+1,447
2096
$233K ﹤0.01%
11,335
2097
$233K ﹤0.01%
+3,563
2098
$233K ﹤0.01%
23,261
+10,645
2099
$233K ﹤0.01%
34,501
-4,465
2100
$233K ﹤0.01%
21,899
-4,293
82 83
84
85 86