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
2126
$222K ﹤0.01%
12,775
-760
2127
$222K ﹤0.01%
+32,592
2128
$222K ﹤0.01%
50,390
-26,785
2129
$222K ﹤0.01%
11,985
-35,862
2130
$222K ﹤0.01%
5,518
-252
2131
$222K ﹤0.01%
7,783
-2,602
2132
$222K ﹤0.01%
4,758
-15,257
2133
$222K ﹤0.01%
3,008
-3,785
2134
$221K ﹤0.01%
+2,527
2135
$221K ﹤0.01%
6,579
+138
2136
$221K ﹤0.01%
15,028
-682
2137
$221K ﹤0.01%
8,600
-40
2138
$220K ﹤0.01%
3,204
-988
2139
$220K ﹤0.01%
26,113
-5,958
2140
$219K ﹤0.01%
+11,961
2141
$219K ﹤0.01%
+8,732
2142
$218K ﹤0.01%
4,009
2143
$218K ﹤0.01%
6,832
+26
2144
$218K ﹤0.01%
41,728
+4,678
2145
$217K ﹤0.01%
13,429
+550
2146
$217K ﹤0.01%
25,379
-1,368
2147
$217K ﹤0.01%
+21,725
2148
$217K ﹤0.01%
3,258
-176
2149
$217K ﹤0.01%
+5,387
2150
$216K ﹤0.01%
37,675
-1,200
84 85
86
87 88