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
2626
$254K ﹤0.01%
+239,463
2627
$253K ﹤0.01%
1,104
-183
2628
$253K ﹤0.01%
8,811
+83
2629
$252K ﹤0.01%
+2,722
2630
$252K ﹤0.01%
65,042
+46,066
2631
$252K ﹤0.01%
26,173
+13,354
2632
$252K ﹤0.01%
6,000
-3,142
2633
$252K ﹤0.01%
1,860
-500
2634
$252K ﹤0.01%
13,734
-884
2635
$251K ﹤0.01%
7,850
-93
2636
$251K ﹤0.01%
+3,242
2637
$251K ﹤0.01%
+6,808
2638
$251K ﹤0.01%
65,863
-11,086
2639
$251K ﹤0.01%
3,821
+3
2640
$251K ﹤0.01%
34,462
-4
2641
$251K ﹤0.01%
5,280
+399
2642
$250K ﹤0.01%
+2,410
2643
$248K ﹤0.01%
20,480
+221
2644
$247K ﹤0.01%
18,368
+700
2645
$247K ﹤0.01%
24,697
+8,169
2646
$247K ﹤0.01%
90,323
+1,022
2647
$246K ﹤0.01%
7,956
-194
2648
$246K ﹤0.01%
2,086
-198
2649
$245K ﹤0.01%
8,098
-7,931
2650
$245K ﹤0.01%
+10,259
104 105
106
107 108