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
$20.4B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,316
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$32M
3
+$27.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$27.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.9M

Top Sells

1
+$44.7M
2
+$30.6M
3
+$30.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.6M

Sector Composition

1 Technology 9.45%
2 Financials 4.68%
3 Healthcare 4.07%
4 Consumer Discretionary 3.92%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$306K ﹤0.01%
16,666
-5,103
2477
$305K ﹤0.01%
3,725
+501
2478
$305K ﹤0.01%
+13,898
2479
$305K ﹤0.01%
9,192
-177
2480
$304K ﹤0.01%
29,272
-157
2481
$304K ﹤0.01%
17,107
+531
2482
$303K ﹤0.01%
+12,535
2483
$303K ﹤0.01%
12,409
+200
2484
$303K ﹤0.01%
8,887
-2,664
2485
$303K ﹤0.01%
8,474
-1,081
2486
$302K ﹤0.01%
16,122
-6,388
2487
$301K ﹤0.01%
8,567
-92
2488
$301K ﹤0.01%
23,852
-1,270
2489
$300K ﹤0.01%
+3,456
2490
$300K ﹤0.01%
18,484
-574
2491
$300K ﹤0.01%
10,546
+2,615
2492
$300K ﹤0.01%
3,477
+79
2493
$300K ﹤0.01%
3,291
-210
2494
$299K ﹤0.01%
142,403
-9,168
2495
$299K ﹤0.01%
29,054
-2,680
2496
$298K ﹤0.01%
+9,126
2497
$298K ﹤0.01%
10,380
+1,302
2498
$298K ﹤0.01%
194,558
+68,000
2499
$297K ﹤0.01%
3,744
-277
2500
$297K ﹤0.01%
17,407
+5,390
98 99
100
101 102