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
1801
$722K ﹤0.01%
55,007
+1,987
1802
$722K ﹤0.01%
21,552
-1,095
1803
$721K ﹤0.01%
34,716
+1,410
1804
$721K ﹤0.01%
18,494
-949
1805
$717K ﹤0.01%
41,759
+363
1806
$716K ﹤0.01%
13,632
+153
1807
$716K ﹤0.01%
37,213
-10,903
1808
$716K ﹤0.01%
31,928
+284
1809
$715K ﹤0.01%
1,329
-500
1810
$715K ﹤0.01%
12,702
+8,130
1811
$713K ﹤0.01%
30,952
+14,196
1812
$712K ﹤0.01%
13,035
-134
1813
$712K ﹤0.01%
18,938
+12,790
1814
$710K ﹤0.01%
32,612
+2,627
1815
$708K ﹤0.01%
+17,839
1816
$707K ﹤0.01%
4,179
-340
1817
$707K ﹤0.01%
22,885
-22,037
1818
$706K ﹤0.01%
7,352
-264
1819
$706K ﹤0.01%
19,906
-4,008
1820
$706K ﹤0.01%
100,864
+8,189
1821
$705K ﹤0.01%
34,029
-2,729
1822
$704K ﹤0.01%
19,282
+2,777
1823
$704K ﹤0.01%
29,588
+16,668
1824
$704K ﹤0.01%
60,302
+12
1825
$702K ﹤0.01%
30,156
+577
71 72
73
74 75