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
2401
-2,483
2402
-5,976
2403
-13,391
2404
-40,771
2405
-4,084
2406
-13,342
2407
-4,903
2408
-6,233
2409
-5,601
2410
-4,096
2411
-12,380
2412
-10,342
2413
-12,400
2414
-3,195
2415
-11,775
2416
-64,392
2417
-16,677
2418
-1,384
2419
-10,732
2420
-13,395
2421
-2,972
2422
-6,113
2423
-6,131
2424
-3,550
2425
-4,321