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
1726
$796K ﹤0.01%
6,004
+511
1727
$796K ﹤0.01%
38,945
-189,682
1728
$793K ﹤0.01%
15,390
+3,580
1729
$792K ﹤0.01%
25,944
+5,713
1730
$792K ﹤0.01%
26,715
-3,756
1731
$792K ﹤0.01%
19,572
-575
1732
$790K ﹤0.01%
8,587
+2,541
1733
$790K ﹤0.01%
31,888
-2,602
1734
$790K ﹤0.01%
9,129
-457
1735
$789K ﹤0.01%
16,173
+7,336
1736
$789K ﹤0.01%
36,100
-110
1737
$789K ﹤0.01%
8,314
-21,910
1738
$788K ﹤0.01%
41,606
-7,585
1739
$788K ﹤0.01%
69,288
+8,535
1740
$788K ﹤0.01%
40,608
+24,302
1741
$788K ﹤0.01%
16,885
-3,395
1742
$786K ﹤0.01%
26,720
+10,069
1743
$782K ﹤0.01%
20,628
+217
1744
$782K ﹤0.01%
+32,180
1745
$781K ﹤0.01%
63,563
-550
1746
$779K ﹤0.01%
48,167
-2,183
1747
$779K ﹤0.01%
53,348
-6,733
1748
$779K ﹤0.01%
69,822
+8,737
1749
$778K ﹤0.01%
30,573
1750
$775K ﹤0.01%
28,258
-8,517
68 69
70
71 72