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
2276
$135K ﹤0.01%
20,901
+4,535
2277
$133K ﹤0.01%
12,964
-2,385
2278
$133K ﹤0.01%
115,760
2279
$131K ﹤0.01%
11,149
-1,616
2280
$131K ﹤0.01%
16,724
-500
2281
$130K ﹤0.01%
+13,820
2282
$128K ﹤0.01%
+3,053
2283
$127K ﹤0.01%
13,474
+2,308
2284
$126K ﹤0.01%
+15,802
2285
$124K ﹤0.01%
+13,400
2286
$123K ﹤0.01%
11,000
2287
$123K ﹤0.01%
10,065
-1,705
2288
$123K ﹤0.01%
12,094
+1,065
2289
$122K ﹤0.01%
+23,014
2290
$121K ﹤0.01%
10,885
-1,198
2291
$120K ﹤0.01%
20,590
2292
$119K ﹤0.01%
12,936
-1,053
2293
$118K ﹤0.01%
19,291
-27,076
2294
$117K ﹤0.01%
13,061
-563
2295
$116K ﹤0.01%
211
-5
2296
$115K ﹤0.01%
14,793
+4,000
2297
$115K ﹤0.01%
15,513
+2,497
2298
$112K ﹤0.01%
+3,172
2299
$110K ﹤0.01%
20,193
+46
2300
$105K ﹤0.01%
25,003
+11,022
90 91
92
93 94