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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$43.9M
2
+$31.7M
3
+$27.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$26.5M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$22.5M

Top Sells

1
+$44.6M
2
+$30.3M
3
+$30.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$30.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.9M

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
3176
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-8,309
3177
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3178
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3179
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3180
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-849
3185
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-4,650
3186
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-5,325
3187
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-15,711
3188
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-10,050
3189
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3190
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-9,254
3191
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3192
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3193
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3194
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3195
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3196
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3197
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-28,050
3198
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3199
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-4,741
3200
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-32,844
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