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
2651
$244K ﹤0.01%
1,804
-1,455
2652
$243K ﹤0.01%
58,998
-187,982
2653
$243K ﹤0.01%
13,614
-1,930
2654
$243K ﹤0.01%
15,231
+683
2655
$243K ﹤0.01%
28,498
+2,341
2656
$243K ﹤0.01%
+2,776
2657
$242K ﹤0.01%
5,441
-4,556
2658
$242K ﹤0.01%
25,659
-476
2659
$242K ﹤0.01%
+23,118
2660
$242K ﹤0.01%
+13,143
2661
$241K ﹤0.01%
+4,348
2662
$241K ﹤0.01%
10,913
-7
2663
$241K ﹤0.01%
+2,230
2664
$241K ﹤0.01%
20,701
-2,005
2665
$240K ﹤0.01%
+6,845
2666
$240K ﹤0.01%
13,895
+164
2667
$240K ﹤0.01%
10,457
-222
2668
$239K ﹤0.01%
+7,639
2669
$239K ﹤0.01%
3,770
+353
2670
$238K ﹤0.01%
7,563
-1,369
2671
$238K ﹤0.01%
35,837
+6,775
2672
$238K ﹤0.01%
11,675
-135
2673
$237K ﹤0.01%
+10,674
2674
$237K ﹤0.01%
22,250
-204
2675
$237K ﹤0.01%
15,028
-2,749
105 106
107
108 109