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
2176
$208K ﹤0.01%
6,800
+663
2177
$208K ﹤0.01%
3,752
-129
2178
$208K ﹤0.01%
18,363
-600
2179
$208K ﹤0.01%
51,736
+17,474
2180
$208K ﹤0.01%
+6,683
2181
$208K ﹤0.01%
+7,778
2182
$207K ﹤0.01%
+4,848
2183
$207K ﹤0.01%
9,064
-2,327
2184
$207K ﹤0.01%
+2,934
2185
$207K ﹤0.01%
51,500
-6,251
2186
$207K ﹤0.01%
+8,101
2187
$206K ﹤0.01%
8,759
-2,965
2188
$206K ﹤0.01%
+2,372
2189
$205K ﹤0.01%
+6,090
2190
$205K ﹤0.01%
+2,254
2191
$205K ﹤0.01%
+8,217
2192
$205K ﹤0.01%
+3,267
2193
$205K ﹤0.01%
+4,915
2194
$204K ﹤0.01%
+5,680
2195
$204K ﹤0.01%
+28,397
2196
$203K ﹤0.01%
1,347
+969
2197
$203K ﹤0.01%
10,524
-650
2198
$203K ﹤0.01%
+2,108
2199
$203K ﹤0.01%
9,340
-5,008
2200
$203K ﹤0.01%
7,450
-557
86 87
88
89 90