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
201
$13.4M 0.1%
104,804
+9,496
202
$13.4M 0.1%
117,418
-3,730
203
$13.3M 0.1%
237,170
+17,530
204
$13.1M 0.1%
34,996
-1,265
205
$13.1M 0.1%
179,707
+7,108
206
$13.1M 0.1%
243,441
+15,618
207
$13.1M 0.1%
497,703
+28,237
208
$13M 0.1%
228,384
+8,802
209
$12.9M 0.1%
110,488
+13,636
210
$12.8M 0.1%
176,650
+33,870
211
$12.8M 0.1%
439,935
-58,447
212
$12.6M 0.1%
57,330
+536
213
$12.5M 0.1%
146,612
+5,707
214
$12.5M 0.1%
329,498
+8,851
215
$12.5M 0.1%
284,394
+24,264
216
$12.5M 0.1%
143,704
+82,390
217
$12.4M 0.1%
873,705
+109,083
218
$12.4M 0.1%
68,627
+2,096
219
$12.2M 0.09%
36
-1
220
$12.2M 0.09%
151,300
-1,908
221
$11.9M 0.09%
99,588
-697
222
$11.8M 0.09%
204,317
+21,997
223
$11.7M 0.09%
334,608
+35,490
224
$11.6M 0.09%
194,711
+5,875
225
$11.5M 0.09%
54,868
+1,590
7 8
9
10 11