Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

Sector Composition

1 Technology 6.93%
2 Financials 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$233K ﹤0.01%
12,020
+754
2102
$232K ﹤0.01%
3,979
-526
2103
$232K ﹤0.01%
7,512
-565
2104
$232K ﹤0.01%
1,404
+572
2105
$230K ﹤0.01%
+8,791
2106
$229K ﹤0.01%
+4,383
2107
$229K ﹤0.01%
4,713
2108
$229K ﹤0.01%
7,851
+63
2109
$229K ﹤0.01%
+8,637
2110
$228K ﹤0.01%
+7,708
2111
$228K ﹤0.01%
+10,250
2112
$228K ﹤0.01%
3,773
+305
2113
$228K ﹤0.01%
9,248
-3,773
2114
$228K ﹤0.01%
15,650
2115
$227K ﹤0.01%
+8,894
2116
$227K ﹤0.01%
3,445
+276
2117
$227K ﹤0.01%
6,054
+129
2118
$225K ﹤0.01%
15,134
-4,342
2119
$224K ﹤0.01%
8,721
-1,833
2120
$224K ﹤0.01%
+34,529
2121
$224K ﹤0.01%
+2,660
2122
$224K ﹤0.01%
+9,756
2123
$224K ﹤0.01%
15,135
-1,200
2124
$223K ﹤0.01%
6,138
-1,877
2125
$222K ﹤0.01%
50,390
-26,785
83 84
85
86 87