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
2151
$216K ﹤0.01%
5,992
-400
2152
$216K ﹤0.01%
+2,922
2153
$215K ﹤0.01%
2,263
-137
2154
$214K ﹤0.01%
+3,056
2155
$214K ﹤0.01%
9,997
-238
2156
$214K ﹤0.01%
15,124
+16
2157
$213K ﹤0.01%
5,918
-46
2158
$213K ﹤0.01%
+2,093
2159
$213K ﹤0.01%
3,476
-2,197
2160
$213K ﹤0.01%
+3,032
2161
$213K ﹤0.01%
30,150
+1,000
2162
$212K ﹤0.01%
+7,337
2163
$211K ﹤0.01%
+9,853
2164
$211K ﹤0.01%
6,696
-4,308
2165
$211K ﹤0.01%
6,905
+1,035
2166
$211K ﹤0.01%
3,143
-860
2167
$211K ﹤0.01%
4,688
-13,425
2168
$210K ﹤0.01%
+14,305
2169
$210K ﹤0.01%
21,720
+1,419
2170
$210K ﹤0.01%
+8,000
2171
$209K ﹤0.01%
+6,645
2172
$209K ﹤0.01%
9,565
-890
2173
$209K ﹤0.01%
2,932
-413
2174
$209K ﹤0.01%
+3,198
2175
$209K ﹤0.01%
+8,063
85 86
87
88 89