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
1676
$854K ﹤0.01%
17,459
+3,004
1677
$854K ﹤0.01%
+37,591
1678
$851K ﹤0.01%
21,156
+3,319
1679
$848K ﹤0.01%
47,687
-1,899
1680
$847K ﹤0.01%
23,135
-4,015
1681
$846K ﹤0.01%
49,783
+2,111
1682
$844K ﹤0.01%
17,841
+2,029
1683
$844K ﹤0.01%
26,158
-31,544
1684
$844K ﹤0.01%
11,678
-200
1685
$842K ﹤0.01%
66,130
+48,288
1686
$842K ﹤0.01%
25,680
+1,888
1687
$841K ﹤0.01%
22,778
-182
1688
$840K ﹤0.01%
76,933
+5,472
1689
$839K ﹤0.01%
+17,698
1690
$838K ﹤0.01%
20,504
+2,726
1691
$836K ﹤0.01%
19,750
-37,346
1692
$835K ﹤0.01%
14,529
-1,904
1693
$835K ﹤0.01%
42,026
+711
1694
$834K ﹤0.01%
45,477
-8,826
1695
$833K ﹤0.01%
15,420
-68,476
1696
$833K ﹤0.01%
16,510
+2,281
1697
$832K ﹤0.01%
124,801
-33
1698
$830K ﹤0.01%
1,999
-332
1699
$830K ﹤0.01%
23,672
-2,256
1700
$829K ﹤0.01%
12,076
+269
66 67
68
69 70