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
1576
$1M ﹤0.01%
5,686
-830
1577
$1M ﹤0.01%
24,071
+404
1578
$1M ﹤0.01%
28,377
-1,354
1579
$998K ﹤0.01%
21,063
+16,697
1580
$996K ﹤0.01%
8,262
+5,550
1581
$994K ﹤0.01%
31,680
+8,561
1582
$992K ﹤0.01%
26,390
+1,732
1583
$992K ﹤0.01%
36,814
+23,178
1584
$991K ﹤0.01%
13,095
+1,265
1585
$987K ﹤0.01%
47,512
+13,418
1586
$987K ﹤0.01%
12,246
-1,597
1587
$985K ﹤0.01%
97,985
-805
1588
$984K ﹤0.01%
18,795
-1,056
1589
$981K ﹤0.01%
4,335
-2,062
1590
$980K ﹤0.01%
10,642
-773
1591
$977K ﹤0.01%
42,052
-67,944
1592
$976K ﹤0.01%
5,564
-238
1593
$976K ﹤0.01%
107,403
-3,491
1594
$974K ﹤0.01%
31,738
+466
1595
$973K ﹤0.01%
28,374
+11,804
1596
$973K ﹤0.01%
52,556
-3,873
1597
$970K ﹤0.01%
18,108
-1,233
1598
$969K ﹤0.01%
21,175
+4,188
1599
$964K ﹤0.01%
27,598
+1,911
1600
$964K ﹤0.01%
4,751
-993
62 63
64
65 66