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
1601
$962K ﹤0.01%
62,782
+6,705
1602
$960K ﹤0.01%
78,923
+3,247
1603
$958K ﹤0.01%
7,575
-262
1604
$953K ﹤0.01%
26,639
+4,746
1605
$953K ﹤0.01%
29,861
-4,468
1606
$952K ﹤0.01%
5,447
+109
1607
$948K ﹤0.01%
+41,360
1608
$945K ﹤0.01%
19,031
-457
1609
$942K ﹤0.01%
59,116
+7
1610
$942K ﹤0.01%
19,965
+98
1611
$941K ﹤0.01%
17,255
-5,120
1612
$940K ﹤0.01%
29,780
-456
1613
$938K ﹤0.01%
+18,452
1614
$938K ﹤0.01%
21,371
+339
1615
$938K ﹤0.01%
22,608
-2,108
1616
$936K ﹤0.01%
10,333
+3,706
1617
$934K ﹤0.01%
11,223
-1,520
1618
$933K ﹤0.01%
21,362
-22,311
1619
$932K ﹤0.01%
8,380
-564
1620
$931K ﹤0.01%
19,845
-6,025
1621
$930K ﹤0.01%
10,841
-1,012
1622
$929K ﹤0.01%
80,709
-329
1623
$928K ﹤0.01%
14,563
+10,581
1624
$927K ﹤0.01%
95,355
+3,290
1625
$926K ﹤0.01%
44,664
-51,808
63 64
65
66 67