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
2526
$287K ﹤0.01%
28,600
-300
2527
$287K ﹤0.01%
14,685
+11
2528
$286K ﹤0.01%
1,935
+58
2529
$286K ﹤0.01%
4,919
-4,117
2530
$286K ﹤0.01%
+6,238
2531
$285K ﹤0.01%
7,150
+100
2532
$285K ﹤0.01%
22,735
+407
2533
$284K ﹤0.01%
32,845
+1,646
2534
$284K ﹤0.01%
3,182
+288
2535
$284K ﹤0.01%
+11,084
2536
$283K ﹤0.01%
+13,423
2537
$283K ﹤0.01%
9,617
+592
2538
$283K ﹤0.01%
25,712
-469
2539
$283K ﹤0.01%
+1,676
2540
$283K ﹤0.01%
4,256
-6
2541
$283K ﹤0.01%
23,410
+490
2542
$283K ﹤0.01%
9,212
-1,245
2543
$283K ﹤0.01%
4,774
+2
2544
$281K ﹤0.01%
26,844
-442
2545
$281K ﹤0.01%
7,856
-651
2546
$281K ﹤0.01%
19,050
-324
2547
$281K ﹤0.01%
+8,800
2548
$280K ﹤0.01%
54,736
+17,207
2549
$279K ﹤0.01%
44,406
+412
2550
$279K ﹤0.01%
7,556
-483
100 101
102
103 104