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
2226
$189K ﹤0.01%
12,764
+1
2227
$189K ﹤0.01%
+13,327
2228
$188K ﹤0.01%
+27,303
2229
$188K ﹤0.01%
6,221
+666
2230
$188K ﹤0.01%
+54,578
2231
$188K ﹤0.01%
47,673
-5,451
2232
$186K ﹤0.01%
10,483
-99
2233
$185K ﹤0.01%
14,395
-1,147
2234
$184K ﹤0.01%
13,422
+872
2235
$183K ﹤0.01%
11,522
+819
2236
$183K ﹤0.01%
127,010
-5,158
2237
$183K ﹤0.01%
14,572
2238
$182K ﹤0.01%
+36,392
2239
$182K ﹤0.01%
+10,129
2240
$181K ﹤0.01%
15,134
-2,631
2241
$179K ﹤0.01%
+10,759
2242
$178K ﹤0.01%
13,264
-1,272
2243
$177K ﹤0.01%
+10,357
2244
$176K ﹤0.01%
12,329
+720
2245
$175K ﹤0.01%
1,695
+111
2246
$173K ﹤0.01%
12,436
+2,036
2247
$172K ﹤0.01%
11,934
2248
$171K ﹤0.01%
12,186
+1,883
2249
$169K ﹤0.01%
14,267
-1,710
2250
$169K ﹤0.01%
25,118
+1,767
88 89
90
91 92