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
2076
$497K ﹤0.01%
5,062
-740
2077
$497K ﹤0.01%
12,680
-9,849
2078
$497K ﹤0.01%
42,356
+3,070
2079
$496K ﹤0.01%
35,824
-2,987
2080
$495K ﹤0.01%
5,089
-1,049
2081
$495K ﹤0.01%
9,708
-767
2082
$495K ﹤0.01%
15,393
-1,434
2083
$494K ﹤0.01%
21,259
+3,223
2084
$494K ﹤0.01%
6,040
+414
2085
$493K ﹤0.01%
15,664
-7
2086
$493K ﹤0.01%
47,582
+3,884
2087
$492K ﹤0.01%
16,991
2088
$491K ﹤0.01%
5,647
+2,107
2089
$490K ﹤0.01%
3,437
+753
2090
$489K ﹤0.01%
4,136
+117
2091
$489K ﹤0.01%
60,187
+4,336
2092
$488K ﹤0.01%
22,006
-506
2093
$488K ﹤0.01%
7,100
-508
2094
$488K ﹤0.01%
10,694
-7
2095
$487K ﹤0.01%
27,215
+13,684
2096
$486K ﹤0.01%
7,967
-1,792
2097
$485K ﹤0.01%
13,266
-1,184
2098
$485K ﹤0.01%
18,243
-1,117
2099
$485K ﹤0.01%
102,941
+6,450
2100
$484K ﹤0.01%
20,229
-5,154
82 83
84
85 86