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
2051
$523K ﹤0.01%
58,285
-20,909
2052
$523K ﹤0.01%
65,173
+4,824
2053
$522K ﹤0.01%
20,393
+5,038
2054
$521K ﹤0.01%
30,046
-8,182
2055
$521K ﹤0.01%
56,203
-5,411
2056
$519K ﹤0.01%
3,534
-175
2057
$519K ﹤0.01%
7,709
+485
2058
$517K ﹤0.01%
9,724
+997
2059
$517K ﹤0.01%
28,275
-4,982
2060
$514K ﹤0.01%
20,977
+4,352
2061
$513K ﹤0.01%
14,692
+1,384
2062
$512K ﹤0.01%
18,687
-2,260
2063
$510K ﹤0.01%
6,574
-20,019
2064
$508K ﹤0.01%
11,188
-791
2065
$507K ﹤0.01%
44,438
+14,536
2066
$505K ﹤0.01%
20,371
-177
2067
$503K ﹤0.01%
7,808
2068
$503K ﹤0.01%
11,679
-241
2069
$503K ﹤0.01%
5,117
+72
2070
$502K ﹤0.01%
53,905
+7,382
2071
$501K ﹤0.01%
21,480
-2,877
2072
$500K ﹤0.01%
5,532
+69
2073
$499K ﹤0.01%
13,611
2074
$499K ﹤0.01%
10,448
-98
2075
$498K ﹤0.01%
29,285
-10,146
81 82
83
84 85