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
1751
$773K ﹤0.01%
4,187
+978
1752
$772K ﹤0.01%
7,311
-914
1753
$771K ﹤0.01%
94,747
-9,968
1754
$769K ﹤0.01%
36,002
-1,750
1755
$769K ﹤0.01%
2,841
-84
1756
$768K ﹤0.01%
29,650
-3,136
1757
$767K ﹤0.01%
94,887
+10,098
1758
$765K ﹤0.01%
21,666
+1,048
1759
$765K ﹤0.01%
27,738
-175
1760
$765K ﹤0.01%
+28,740
1761
$765K ﹤0.01%
10,054
-16,252
1762
$764K ﹤0.01%
27,311
+5,119
1763
$762K ﹤0.01%
26,295
+11,382
1764
$762K ﹤0.01%
15,487
+840
1765
$762K ﹤0.01%
10,551
-138
1766
$761K ﹤0.01%
19,899
+2,923
1767
$759K ﹤0.01%
22,679
+3,796
1768
$758K ﹤0.01%
10,507
-1,397
1769
$752K ﹤0.01%
30,023
+8,995
1770
$752K ﹤0.01%
60,420
-7,975
1771
$752K ﹤0.01%
75,229
-7,715
1772
$751K ﹤0.01%
73,590
+2,418
1773
$750K ﹤0.01%
16,813
+13,349
1774
$750K ﹤0.01%
15,197
+1,368
1775
$747K ﹤0.01%
47,692
+384
69 70
71
72 73