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 4.67%
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
2876
$166K ﹤0.01%
26,904
+584
2877
$166K ﹤0.01%
11,992
-719
2878
$166K ﹤0.01%
28,348
+4,487
2879
$165K ﹤0.01%
51,486
+411
2880
$165K ﹤0.01%
2,042
-241
2881
$165K ﹤0.01%
27,642
+1,308
2882
$164K ﹤0.01%
36,290
+10,986
2883
$163K ﹤0.01%
13,362
+801
2884
$163K ﹤0.01%
12,851
-6,275
2885
$162K ﹤0.01%
32,482
2886
$161K ﹤0.01%
18,784
2887
$161K ﹤0.01%
13,091
-853
2888
$159K ﹤0.01%
14,237
-3,093
2889
$159K ﹤0.01%
12,604
-601
2890
$158K ﹤0.01%
10,641
-938
2891
$158K ﹤0.01%
20,861
+320
2892
$158K ﹤0.01%
+14,965
2893
$155K ﹤0.01%
+11,933
2894
$154K ﹤0.01%
11,484
-550
2895
$154K ﹤0.01%
35,898
+556
2896
$153K ﹤0.01%
35,145
-875
2897
$152K ﹤0.01%
15,777
2898
$151K ﹤0.01%
+16,232
2899
$151K ﹤0.01%
16,600
2900
$151K ﹤0.01%
19,331
-869
114 115
116
117 118