We are live on ! Find out more
Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

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
2426
– –
-3,550
2427
– –
-4,321
2428
– –
-37,477
2429
– –
-759
2430
– –
-47,575
2431
– –
-10,212
2432
– –
-49,523
2433
– –
-14,629
2434
– –
-1,332
2435
– –
-1,083
2436
– –
-8,538
2437
– –
-29,291
2438
– –
-12,500
2439
– –
-11,102
2440
– –
-368
2441
– –
-11,235
2442
– –
-10,800
2443
– –
-8,264
2444
– –
-44,490
2445
– –
-5,353
2446
– –
-4,033
2447
– –
-10,926
2448
– –
-10,573
2449
– –
-10,112
2450
– –
-8,682
96 97
98
99 100