Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$503M 3.89%
1,700,982
-2,258
2
$356M 2.75%
4,854,000
+138,960
3
$304M 2.35%
5,455,579
-61,059
4
$229M 1.77%
708,317
+68,686
5
$219M 1.69%
1,341,158
+243,897
6
$166M 1.28%
778,800
+153,015
7
$161M 1.25%
501,216
+100,146
8
$149M 1.15%
2,639,672
+106,215
9
$147M 1.13%
1,588,340
+50,360
10
$126M 0.97%
1,918,456
+93,992
11
$126M 0.97%
1,499,890
-148,532
12
$125M 0.97%
793,574
+35,481
13
$120M 0.93%
1,493,946
+23,681
14
$111M 0.86%
892,644
+43,169
15
$103M 0.8%
456,169
+1,168
16
$86.5M 0.67%
1,160,209
+95,784
17
$86.2M 0.67%
1,957,341
+128,607
18
$85.6M 0.66%
2,376,028
+494,077
19
$84.6M 0.65%
2,867,056
+74,862
20
$81.5M 0.63%
646,938
-13,830
21
$77.7M 0.6%
2,793,158
-263,580
22
$72.4M 0.56%
1,628,917
+122,831
23
$71.6M 0.55%
1,740,295
+256,645
24
$70.6M 0.54%
1,209,577
-46,483
25
$70.4M 0.54%
374,778
+13,079
1
2 3 4 5