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
2551
$279K ﹤0.01%
7,006
+5
2552
$279K ﹤0.01%
15,454
-894
2553
$278K ﹤0.01%
47,330
-3,875
2554
$278K ﹤0.01%
11,700
2555
$278K ﹤0.01%
37,900
+3,200
2556
$278K ﹤0.01%
4,757
-2,675
2557
$278K ﹤0.01%
6,777
-252
2558
$277K ﹤0.01%
5,470
+885
2559
$277K ﹤0.01%
2,575
-10,184
2560
$275K ﹤0.01%
36,418
-6,800
2561
$275K ﹤0.01%
3,546
+96
2562
$274K ﹤0.01%
3,481
-241
2563
$274K ﹤0.01%
13,137
-663
2564
$273K ﹤0.01%
5,916
-529
2565
$273K ﹤0.01%
12,001
-4,850
2566
$273K ﹤0.01%
+11,573
2567
$273K ﹤0.01%
+3,820
2568
$273K ﹤0.01%
26,886
+3,966
2569
$272K ﹤0.01%
2,916
+4
2570
$272K ﹤0.01%
14,095
+156
2571
$272K ﹤0.01%
3,930
+360
2572
$272K ﹤0.01%
30,505
+2,546
2573
$271K ﹤0.01%
1,345
-5,610
2574
$271K ﹤0.01%
9,295
+1,045
2575
$271K ﹤0.01%
1,373
+104
101 102
103
104 105