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
2376
$25K ﹤0.01%
51,350
2377
$25K ﹤0.01%
+12,037
2378
$24K ﹤0.01%
11,235
2379
$24K ﹤0.01%
+15,671
2380
$23K ﹤0.01%
34,524
+7,323
2381
– –
0
2382
$18K ﹤0.01%
13,000
2383
$17K ﹤0.01%
49,343
-9,797
2384
$14K ﹤0.01%
+2
2385
$13K ﹤0.01%
13,559
-21
2386
$12K ﹤0.01%
+28,453
2387
$11K ﹤0.01%
10,237
-350
2388
$11K ﹤0.01%
12,338
-1,155
2389
$10K ﹤0.01%
3,984
-1,327
2390
$7K ﹤0.01%
1,470
2391
$6K ﹤0.01%
10,250
-6,390
2392
$6K ﹤0.01%
15,000
2393
$5K ﹤0.01%
755
+5
2394
$4K ﹤0.01%
+43
2395
$3K ﹤0.01%
+16,863
2396
– –
-10,929
2397
– –
-13,788
2398
– –
-3,823
2399
– –
-4,361
2400
– –
-8,113
94 95
96
97 98