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
1951
$614K ﹤0.01%
+13,731
1952
$611K ﹤0.01%
31,305
-14,997
1953
$611K ﹤0.01%
6,050
+29
1954
$610K ﹤0.01%
28,009
-1
1955
$610K ﹤0.01%
6,103
-904
1956
$609K ﹤0.01%
49,849
-13,800
1957
$609K ﹤0.01%
12,893
+2,892
1958
$609K ﹤0.01%
27,477
+790
1959
$607K ﹤0.01%
10,984
+207
1960
$606K ﹤0.01%
16,009
+2,809
1961
$605K ﹤0.01%
18,668
-12,978
1962
$604K ﹤0.01%
9,949
+744
1963
$603K ﹤0.01%
20,114
+485
1964
$603K ﹤0.01%
19,647
+2,833
1965
$602K ﹤0.01%
26,261
+750
1966
$598K ﹤0.01%
38,081
+2,953
1967
$598K ﹤0.01%
121,700
-31,867
1968
$598K ﹤0.01%
8,903
+10
1969
$597K ﹤0.01%
+11,179
1970
$597K ﹤0.01%
25,361
-3,786
1971
$594K ﹤0.01%
1,917
+8
1972
$594K ﹤0.01%
30,272
+4,936
1973
$593K ﹤0.01%
+6,213
1974
$591K ﹤0.01%
48,425
-7,253
1975
$589K ﹤0.01%
14,519
-6,733
77 78
79
80 81