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
1651
$887K ﹤0.01%
43,476
-34,819
1652
$887K ﹤0.01%
35,833
-7,172
1653
$886K ﹤0.01%
30,981
-32
1654
$886K ﹤0.01%
17,911
+4,348
1655
$885K ﹤0.01%
18,469
-485
1656
$884K ﹤0.01%
9,647
+1,115
1657
$884K ﹤0.01%
29,626
-6,775
1658
$884K ﹤0.01%
+40,975
1659
$882K ﹤0.01%
27,269
-1,436
1660
$879K ﹤0.01%
8,124
-1,092
1661
$879K ﹤0.01%
15,992
-2,805
1662
$879K ﹤0.01%
20,067
-7,086
1663
$878K ﹤0.01%
17,430
-34,164
1664
$876K ﹤0.01%
15,384
-104
1665
$872K ﹤0.01%
122,461
+22,695
1666
$868K ﹤0.01%
99,523
-5,245
1667
$868K ﹤0.01%
6,429
-1,053
1668
$865K ﹤0.01%
25,986
-1,070
1669
$864K ﹤0.01%
27,421
+8,193
1670
$863K ﹤0.01%
17,577
+819
1671
$863K ﹤0.01%
4,591
+1,472
1672
$862K ﹤0.01%
21,623
+829
1673
$860K ﹤0.01%
2,404
+741
1674
$858K ﹤0.01%
58,458
+1,042
1675
$856K ﹤0.01%
13,502
+785
65 66
67
68 69