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
1826
$702K ﹤0.01%
3,205
+111
1827
$701K ﹤0.01%
+34,363
1828
$701K ﹤0.01%
16,047
-47,151
1829
$699K ﹤0.01%
20,685
-7,269
1830
$697K ﹤0.01%
34,957
+1,739
1831
$697K ﹤0.01%
9,570
-1,171
1832
$697K ﹤0.01%
25,025
+5,372
1833
$696K ﹤0.01%
61,872
+2,243
1834
$696K ﹤0.01%
15,244
+459
1835
$695K ﹤0.01%
6,314
-9,253
1836
$694K ﹤0.01%
35,579
+16,019
1837
$694K ﹤0.01%
25,361
+2,341
1838
$694K ﹤0.01%
66,539
-11,589
1839
$694K ﹤0.01%
5,951
-216
1840
$694K ﹤0.01%
19,803
-193,941
1841
$693K ﹤0.01%
3,025
-200
1842
$693K ﹤0.01%
36,051
-1,727
1843
$692K ﹤0.01%
+27,120
1844
$692K ﹤0.01%
15,155
+1,154
1845
$690K ﹤0.01%
25,005
+1,781
1846
$690K ﹤0.01%
16,367
+1,439
1847
$690K ﹤0.01%
4,863
-794
1848
$688K ﹤0.01%
2,066
+368
1849
$688K ﹤0.01%
+14,904
1850
$688K ﹤0.01%
22,063
+1,703
72 73
74
75 76