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
2326
$79K ﹤0.01%
24,338
+2,050
2327
$77K ﹤0.01%
11,408
+4
2328
$77K ﹤0.01%
+41,400
2329
$76K ﹤0.01%
+1,040
2330
$76K ﹤0.01%
17,767
-259
2331
$73K ﹤0.01%
601
-78
2332
$73K ﹤0.01%
11,530
+150
2333
$71K ﹤0.01%
2,530
+325
2334
$69K ﹤0.01%
10,574
+61
2335
$66K ﹤0.01%
4,085
+84
2336
$65K ﹤0.01%
6,634
-1,078
2337
$64K ﹤0.01%
10,650
-1,900
2338
$63K ﹤0.01%
+11,318
2339
$61K ﹤0.01%
16,096
-698
2340
$58K ﹤0.01%
730
+46
2341
$58K ﹤0.01%
14,903
-1,041
2342
$57K ﹤0.01%
4,519
-59
2343
$56K ﹤0.01%
72
2344
$56K ﹤0.01%
12,117
+496
2345
$55K ﹤0.01%
15,075
-44
2346
$54K ﹤0.01%
+10,590
2347
$52K ﹤0.01%
10,000
2348
$52K ﹤0.01%
32,311
-6,800
2349
$51K ﹤0.01%
39,657
-5,100
2350
$49K ﹤0.01%
20,414
+7,141
92 93
94
95 96