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
2201
$202K ﹤0.01%
3,217
-596
2202
$202K ﹤0.01%
+5,998
2203
$201K ﹤0.01%
14,675
+2,515
2204
$201K ﹤0.01%
+3,366
2205
$201K ﹤0.01%
+1,385
2206
$201K ﹤0.01%
10,399
-128
2207
$201K ﹤0.01%
+4,935
2208
$201K ﹤0.01%
13,103
2209
$200K ﹤0.01%
+7,792
2210
$200K ﹤0.01%
63,436
+45,980
2211
$199K ﹤0.01%
45,939
+30,842
2212
$199K ﹤0.01%
15,104
+1,698
2213
$197K ﹤0.01%
15,720
+5,620
2214
$197K ﹤0.01%
14,523
+206
2215
$197K ﹤0.01%
340
-19
2216
$196K ﹤0.01%
24,228
-83,333
2217
$196K ﹤0.01%
22,517
-7,008
2218
$196K ﹤0.01%
18,188
+7,677
2219
$196K ﹤0.01%
11,585
-761
2220
$195K ﹤0.01%
25,691
+4,299
2221
$195K ﹤0.01%
13,384
-783
2222
$193K ﹤0.01%
16,411
+583
2223
$192K ﹤0.01%
12,787
-6
2224
$191K ﹤0.01%
+11,474
2225
$191K ﹤0.01%
14,782
-250
87 88
89
90 91