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
1901
$655K ﹤0.01%
20,826
-2,282
1902
$653K ﹤0.01%
4,477
+80
1903
$651K ﹤0.01%
7,804
-148
1904
$650K ﹤0.01%
15,740
+533
1905
$650K ﹤0.01%
52,433
+2,254
1906
$649K ﹤0.01%
9,503
+939
1907
$648K ﹤0.01%
23,416
-488
1908
$648K ﹤0.01%
31,138
-7,557
1909
$648K ﹤0.01%
182,646
+147,087
1910
$647K ﹤0.01%
+34,361
1911
$646K ﹤0.01%
10,133
+1,007
1912
$646K ﹤0.01%
7,883
+46
1913
$646K ﹤0.01%
23,342
+438
1914
$644K ﹤0.01%
76,735
-15,034
1915
$644K ﹤0.01%
45,390
+3
1916
$644K ﹤0.01%
54,014
-2,536
1917
$642K ﹤0.01%
9,394
-1,264
1918
$642K ﹤0.01%
22,089
+1,424
1919
$641K ﹤0.01%
14,345
-609
1920
$638K ﹤0.01%
7,729
-641
1921
$638K ﹤0.01%
31,244
-8,784
1922
$636K ﹤0.01%
3,090
-940
1923
$636K ﹤0.01%
18,560
-3,790
1924
$635K ﹤0.01%
35,584
-16,072
1925
$634K ﹤0.01%
10,809
+199
75 76
77
78 79