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
2701
$231K ﹤0.01%
10,784
-5,723
2702
$231K ﹤0.01%
2,699
-173
2703
$231K ﹤0.01%
17,293
+300
2704
$231K ﹤0.01%
+8,749
2705
$231K ﹤0.01%
12,567
-792
2706
$231K ﹤0.01%
2,815
+67
2707
$231K ﹤0.01%
+5,161
2708
$231K ﹤0.01%
27,139
+801
2709
$230K ﹤0.01%
8,691
+80
2710
$230K ﹤0.01%
8,207
-600
2711
$230K ﹤0.01%
13,029
-300
2712
$229K ﹤0.01%
10,528
-64
2713
$229K ﹤0.01%
+4,133
2714
$228K ﹤0.01%
2,913
+78
2715
$228K ﹤0.01%
3,543
-204
2716
$228K ﹤0.01%
+1,644
2717
$228K ﹤0.01%
+9,373
2718
$228K ﹤0.01%
+4,552
2719
$228K ﹤0.01%
24,683
2720
$227K ﹤0.01%
6,565
+517
2721
$227K ﹤0.01%
+10,459
2722
$227K ﹤0.01%
44,757
-3,042
2723
$226K ﹤0.01%
1,673
-1,470
2724
$226K ﹤0.01%
4,996
-3,321
2725
$226K ﹤0.01%
9,773
+10
107 108
109
110 111