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
2351
$46K ﹤0.01%
20,679
-425
2352
$46K ﹤0.01%
513
-30
2353
$46K ﹤0.01%
1,502
2354
$44K ﹤0.01%
16
2355
$42K ﹤0.01%
10,586
-4,551
2356
$40K ﹤0.01%
11,811
+302
2357
$40K ﹤0.01%
+53
2358
$40K ﹤0.01%
59,375
2359
$36K ﹤0.01%
32,007
+10,000
2360
$34K ﹤0.01%
+234
2361
$34K ﹤0.01%
18,760
+1,425
2362
$33K ﹤0.01%
+1,448
2363
$33K ﹤0.01%
10,739
+479
2364
$32K ﹤0.01%
12,200
-500
2365
$32K ﹤0.01%
31
-1
2366
$32K ﹤0.01%
1,366
-40
2367
$30K ﹤0.01%
12,899
-1,700
2368
$29K ﹤0.01%
11,613
+884
2369
$29K ﹤0.01%
31,000
-315
2370
$28K ﹤0.01%
1,983
-2,653
2371
$28K ﹤0.01%
4,308
2372
$27K ﹤0.01%
30,599
+645
2373
$27K ﹤0.01%
5,490
+780
2374
$26K ﹤0.01%
1,250
2375
$26K ﹤0.01%
15,000
93 94
95
96 97