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
1701
$829K ﹤0.01%
+24,703
1702
$828K ﹤0.01%
21,294
+2,979
1703
$828K ﹤0.01%
30,120
-500
1704
$828K ﹤0.01%
14,516
-550
1705
$825K ﹤0.01%
14,153
-2,488
1706
$824K ﹤0.01%
2,528
-161
1707
$823K ﹤0.01%
10,332
+1,029
1708
$820K ﹤0.01%
30,060
-1,400
1709
$820K ﹤0.01%
6,151
+106
1710
$816K ﹤0.01%
24,695
1711
$816K ﹤0.01%
16,686
+15
1712
$811K ﹤0.01%
24,029
+7,177
1713
$807K ﹤0.01%
12,283
+868
1714
$806K ﹤0.01%
31,070
-7,224
1715
$805K ﹤0.01%
36,215
-238
1716
$805K ﹤0.01%
23,960
+2,948
1717
$805K ﹤0.01%
21,427
+731
1718
$804K ﹤0.01%
74,995
-9,353
1719
$800K ﹤0.01%
7,606
-1,011
1720
$799K ﹤0.01%
7,619
+705
1721
$797K ﹤0.01%
9,138
-24,829
1722
$796K ﹤0.01%
18,162
-615
1723
$796K ﹤0.01%
10,733
-1,024
1724
$796K ﹤0.01%
26,334
+628
1725
$796K ﹤0.01%
39,559
-139,070
67 68
69
70 71