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
2101
$484K ﹤0.01%
3,433
-26
2102
$483K ﹤0.01%
43,105
-1,263
2103
$483K ﹤0.01%
15,149
-2,928
2104
$482K ﹤0.01%
3,811
-658
2105
$482K ﹤0.01%
16,362
-510
2106
$482K ﹤0.01%
6,134
+1,928
2107
$482K ﹤0.01%
3,965
-11
2108
$482K ﹤0.01%
37,500
-669
2109
$481K ﹤0.01%
6,871
-4,157
2110
$480K ﹤0.01%
11,837
-319
2111
$480K ﹤0.01%
10,999
+1,924
2112
$479K ﹤0.01%
8,059
-913
2113
$479K ﹤0.01%
14,460
-1,986
2114
$479K ﹤0.01%
5,135
-449
2115
$478K ﹤0.01%
3,928
+257
2116
$478K ﹤0.01%
12,596
+3,131
2117
$478K ﹤0.01%
5,381
+677
2118
$478K ﹤0.01%
22,411
-93
2119
$477K ﹤0.01%
16,985
-33
2120
$477K ﹤0.01%
40,589
-246
2121
$477K ﹤0.01%
+31,461
2122
$476K ﹤0.01%
11,930
+3,991
2123
$476K ﹤0.01%
8,250
+1
2124
$476K ﹤0.01%
32,013
+412
2125
$475K ﹤0.01%
5,827
-37
83 84
85
86 87