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
1776
$747K ﹤0.01%
5,591
+312
1777
$746K ﹤0.01%
29,476
+9,166
1778
$743K ﹤0.01%
2,075
-196
1779
$743K ﹤0.01%
12,870
+5,337
1780
$742K ﹤0.01%
17,019
+351
1781
$741K ﹤0.01%
20,552
-4,255
1782
$741K ﹤0.01%
12,910
+3,300
1783
$741K ﹤0.01%
18,606
-1,599
1784
$737K ﹤0.01%
20,421
-1,971
1785
$735K ﹤0.01%
38,290
-10,000
1786
$735K ﹤0.01%
12,059
-2,020
1787
$735K ﹤0.01%
59,284
-90,436
1788
$735K ﹤0.01%
20,681
+9,299
1789
$735K ﹤0.01%
15,853
1790
$733K ﹤0.01%
138,006
+54,961
1791
$733K ﹤0.01%
27,627
+1,907
1792
$731K ﹤0.01%
47,052
+22,597
1793
$731K ﹤0.01%
12,922
+297
1794
$729K ﹤0.01%
13,774
-955
1795
$726K ﹤0.01%
30,565
-1,207
1796
$726K ﹤0.01%
88,700
+7,875
1797
$725K ﹤0.01%
6,933
-16,240
1798
$723K ﹤0.01%
16,481
+5,069
1799
$722K ﹤0.01%
33,257
-3,523
1800
$722K ﹤0.01%
1,290
-90
70 71
72
73 74