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
2676
$237K ﹤0.01%
1,826
-106
2677
$236K ﹤0.01%
8,814
+2,227
2678
$236K ﹤0.01%
48,548
+37
2679
$236K ﹤0.01%
+8,074
2680
$236K ﹤0.01%
3,067
-24
2681
$236K ﹤0.01%
+1,612
2682
$236K ﹤0.01%
8,687
-1,381
2683
$236K ﹤0.01%
11,938
-6,886
2684
$236K ﹤0.01%
1,525
-1,484
2685
$236K ﹤0.01%
17,991
+528
2686
$236K ﹤0.01%
9,216
2687
$235K ﹤0.01%
6,425
-2,293
2688
$235K ﹤0.01%
+9,300
2689
$235K ﹤0.01%
+8,910
2690
$235K ﹤0.01%
+8,768
2691
$235K ﹤0.01%
18,984
+6
2692
$235K ﹤0.01%
11,472
-1,240
2693
$235K ﹤0.01%
+7,652
2694
$235K ﹤0.01%
8,265
-1,716
2695
$234K ﹤0.01%
+4,040
2696
$233K ﹤0.01%
10,321
2697
$233K ﹤0.01%
14,275
-4,758
2698
$233K ﹤0.01%
+5,237
2699
$232K ﹤0.01%
8,946
-7,842
2700
$232K ﹤0.01%
+6,306
106 107
108
109 110