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
2301
$104K ﹤0.01%
14,345
2302
$103K ﹤0.01%
+374
2303
$102K ﹤0.01%
10,110
2304
$102K ﹤0.01%
4,360
+625
2305
$101K ﹤0.01%
+13,656
2306
$100K ﹤0.01%
+12,564
2307
$100K ﹤0.01%
+10,469
2308
$99K ﹤0.01%
6
2309
$97K ﹤0.01%
24,328
-13,718
2310
$97K ﹤0.01%
+1,276
2311
$96K ﹤0.01%
2,915
-414
2312
$94K ﹤0.01%
15,822
-2,958
2313
$94K ﹤0.01%
11,925
2314
$94K ﹤0.01%
2,292
-13
2315
$92K ﹤0.01%
22,485
+5,075
2316
$90K ﹤0.01%
3,280
+653
2317
$90K ﹤0.01%
12,800
2318
$89K ﹤0.01%
+10,115
2319
$89K ﹤0.01%
12,557
2320
$88K ﹤0.01%
13,739
+2,823
2321
$84K ﹤0.01%
44,700
2322
$82K ﹤0.01%
5,509
+812
2323
$82K ﹤0.01%
15,635
2324
$81K ﹤0.01%
20,000
2325
$80K ﹤0.01%
+24,247
91 92
93
94 95