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
1851
$688K ﹤0.01%
5,674
-715
1852
$687K ﹤0.01%
7,702
-113
1853
$687K ﹤0.01%
14,701
-466
1854
$687K ﹤0.01%
10,964
+3,061
1855
$686K ﹤0.01%
4,721
+103
1856
$686K ﹤0.01%
22,707
1857
$686K ﹤0.01%
42,093
-6,725
1858
$686K ﹤0.01%
28,450
-1,445
1859
$685K ﹤0.01%
29,603
+2,752
1860
$684K ﹤0.01%
25,381
-392
1861
$684K ﹤0.01%
25,431
+3,707
1862
$682K ﹤0.01%
15,832
-555
1863
$680K ﹤0.01%
4,198
-6,843
1864
$679K ﹤0.01%
75,071
+1,042
1865
$677K ﹤0.01%
7,140
+641
1866
$677K ﹤0.01%
2,121
-7
1867
$676K ﹤0.01%
16,036
-256
1868
$676K ﹤0.01%
7,602
-769
1869
$676K ﹤0.01%
21,453
+2,591
1870
$675K ﹤0.01%
15,708
-3,013
1871
$675K ﹤0.01%
15,111
+2,746
1872
$674K ﹤0.01%
11,218
+1,900
1873
$674K ﹤0.01%
33,443
+3,708
1874
$673K ﹤0.01%
17,006
-785
1875
$672K ﹤0.01%
+22,718
73 74
75
76 77