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
1626
$923K ﹤0.01%
34,147
-5,858
1627
$920K ﹤0.01%
26,511
-6,630
1628
$919K ﹤0.01%
21,057
-4,208
1629
$917K ﹤0.01%
35,218
+2,858
1630
$915K ﹤0.01%
59,251
+619
1631
$915K ﹤0.01%
+39,998
1632
$914K ﹤0.01%
28,585
+3,041
1633
$913K ﹤0.01%
28,396
+2,643
1634
$912K ﹤0.01%
29,963
+12,231
1635
$910K ﹤0.01%
34,104
-2,330
1636
$904K ﹤0.01%
37,702
-1,560
1637
$904K ﹤0.01%
30,179
-230
1638
$903K ﹤0.01%
29,080
-3,087
1639
$901K ﹤0.01%
21,899
-21,471
1640
$900K ﹤0.01%
15,781
+110
1641
$898K ﹤0.01%
2,325
-29
1642
$897K ﹤0.01%
24,099
-314
1643
$894K ﹤0.01%
61,378
-2,012
1644
$893K ﹤0.01%
41,864
-3,347
1645
$891K ﹤0.01%
51,699
-599
1646
$890K ﹤0.01%
31,977
-326
1647
$889K ﹤0.01%
27,479
-15,004
1648
$888K ﹤0.01%
13,721
+386
1649
$887K ﹤0.01%
67,665
-5,850
1650
$887K ﹤0.01%
89,313
-2,600
64 65
66
67 68