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
2726
$226K ﹤0.01%
8,362
-80,829
2727
$225K ﹤0.01%
+4,815
2728
$225K ﹤0.01%
10,844
-298
2729
$225K ﹤0.01%
24,397
+160
2730
$225K ﹤0.01%
+6,981
2731
$224K ﹤0.01%
3,758
+192
2732
$224K ﹤0.01%
45,444
-4,620
2733
$224K ﹤0.01%
+376
2734
$224K ﹤0.01%
+3,863
2735
$224K ﹤0.01%
+9,021
2736
$223K ﹤0.01%
12,751
-716
2737
$223K ﹤0.01%
2,863
2738
$223K ﹤0.01%
+8,871
2739
$222K ﹤0.01%
5,227
-652
2740
$222K ﹤0.01%
27,392
+824
2741
$222K ﹤0.01%
+13,568
2742
$222K ﹤0.01%
+6,357
2743
$222K ﹤0.01%
8,464
-478
2744
$222K ﹤0.01%
7,804
-251
2745
$221K ﹤0.01%
+2,066
2746
$221K ﹤0.01%
3,789
+288
2747
$220K ﹤0.01%
+1,048
2748
$220K ﹤0.01%
7,990
-1,507
2749
$220K ﹤0.01%
+8,807
2750
$220K ﹤0.01%
+1,841
108 109
110
111 112