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
1926
$634K ﹤0.01%
11,991
-568
1927
$633K ﹤0.01%
7,135
+643
1928
$633K ﹤0.01%
13,079
-2,005
1929
$631K ﹤0.01%
9,842
-459
1930
$629K ﹤0.01%
1,257
+300
1931
$627K ﹤0.01%
14,942
-803
1932
$627K ﹤0.01%
31,629
-1,068
1933
$627K ﹤0.01%
8,180
-3,896
1934
$625K ﹤0.01%
21,317
+118
1935
$624K ﹤0.01%
16,301
-167
1936
$623K ﹤0.01%
27,513
+2,498
1937
$623K ﹤0.01%
7,489
+1,921
1938
$622K ﹤0.01%
9,018
-12,173
1939
$622K ﹤0.01%
52,903
+8,969
1940
$622K ﹤0.01%
12,114
+158
1941
$622K ﹤0.01%
7,001
-13,504
1942
$619K ﹤0.01%
23,723
+5,808
1943
$618K ﹤0.01%
32,391
+10,443
1944
$618K ﹤0.01%
62,151
-5,313
1945
$618K ﹤0.01%
7,580
-629
1946
$616K ﹤0.01%
33,177
-600
1947
$616K ﹤0.01%
35,133
-6,885
1948
$615K ﹤0.01%
8,689
-1,058
1949
$615K ﹤0.01%
25,270
+1,728
1950
$614K ﹤0.01%
52,476
-6,108
76 77
78
79 80