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 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-9,580
2402
– –
-3,606
2403
– –
-19,625
2404
– –
-4,414
2405
– –
-1,052
2406
– –
-1,885
2407
– –
-11,203
2408
– –
-10,700
2409
– –
-44,832
2410
– –
-13,965
2411
– –
-15,070
2412
– –
-1,171
2413
– –
-10,181
2414
– –
-98,304
2415
– –
-9,143
2416
– –
-147
2417
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-13,100
2418
– –
-639
2419
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-11,851
2420
– –
-10,797
2421
– –
-3
2422
– –
-1,207
2423
– –
-2,742
2424
– –
-15,010
2425
– –
-56,456
95 96
97
98 99