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
1876
$672K ﹤0.01%
2,654
+78
1877
$672K ﹤0.01%
15,001
-5,440
1878
$669K ﹤0.01%
27,266
+4,425
1879
$669K ﹤0.01%
65,002
-312
1880
$669K ﹤0.01%
13,304
+725
1881
$669K ﹤0.01%
15,935
+4,480
1882
$668K ﹤0.01%
5,467
+1,909
1883
$668K ﹤0.01%
10,988
-2,032
1884
$666K ﹤0.01%
18,904
-1,399
1885
$666K ﹤0.01%
17,346
-5,215
1886
$663K ﹤0.01%
21,572
+5,460
1887
$662K ﹤0.01%
17,380
+1,190
1888
$662K ﹤0.01%
51,723
+5,290
1889
$662K ﹤0.01%
13,143
+1,584
1890
$661K ﹤0.01%
6,494
-396
1891
$661K ﹤0.01%
31,616
-1,932
1892
$661K ﹤0.01%
27,814
-25,680
1893
$661K ﹤0.01%
19,705
+523
1894
$661K ﹤0.01%
28,088
-326
1895
$659K ﹤0.01%
10,419
-28,230
1896
$659K ﹤0.01%
17,018
-1,752
1897
$658K ﹤0.01%
27,819
+295
1898
$656K ﹤0.01%
33,960
+5,945
1899
$656K ﹤0.01%
1,529
-17
1900
$655K ﹤0.01%
19,905
+5,535
74 75
76
77 78