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
2251
$167K ﹤0.01%
12,122
-516
2252
$166K ﹤0.01%
12,616
+800
2253
$163K ﹤0.01%
10,387
2254
$162K ﹤0.01%
22,897
+75
2255
$161K ﹤0.01%
4,087
-516
2256
$160K ﹤0.01%
19,500
-1,000
2257
$160K ﹤0.01%
+10,968
2258
$159K ﹤0.01%
+17,300
2259
$157K ﹤0.01%
14,469
+1,896
2260
$154K ﹤0.01%
10,204
-172
2261
$154K ﹤0.01%
12,871
-1,155
2262
$151K ﹤0.01%
29,068
+1,424
2263
$150K ﹤0.01%
11,434
+29
2264
$150K ﹤0.01%
19,036
-5,882
2265
$149K ﹤0.01%
2,625
2266
$147K ﹤0.01%
18,841
+411
2267
$147K ﹤0.01%
13,993
-2,425
2268
$147K ﹤0.01%
13,539
+2,056
2269
$146K ﹤0.01%
3,347
-336
2270
$145K ﹤0.01%
10,709
+487
2271
$144K ﹤0.01%
46,391
+247
2272
$141K ﹤0.01%
26,410
-4,853
2273
$141K ﹤0.01%
14,045
+45
2274
$140K ﹤0.01%
2,147
+334
2275
$136K ﹤0.01%
10,150
-981
89 90
91
92 93