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
2126
$473K ﹤0.01%
1,812
-162
2127
$472K ﹤0.01%
12,735
-2,843
2128
$472K ﹤0.01%
9,909
+160
2129
$471K ﹤0.01%
2,895
-559
2130
$470K ﹤0.01%
30,197
-763
2131
$470K ﹤0.01%
9,356
+889
2132
$470K ﹤0.01%
10,733
+1,608
2133
$469K ﹤0.01%
64,749
+722
2134
$468K ﹤0.01%
+80,619
2135
$467K ﹤0.01%
6,661
-102
2136
$467K ﹤0.01%
11,666
-399
2137
$467K ﹤0.01%
23,619
-319
2138
$467K ﹤0.01%
18,563
-1,419
2139
$466K ﹤0.01%
21,465
+3
2140
$466K ﹤0.01%
9,098
-766
2141
$466K ﹤0.01%
4,428
-161
2142
$465K ﹤0.01%
63,903
+9,202
2143
$465K ﹤0.01%
+6,586
2144
$464K ﹤0.01%
10,459
+559
2145
$464K ﹤0.01%
13,619
+445
2146
$464K ﹤0.01%
9,789
-127
2147
$463K ﹤0.01%
43,114
+342
2148
$463K ﹤0.01%
34,779
+380
2149
$462K ﹤0.01%
2,530
+1,029
2150
$461K ﹤0.01%
15,398
-347
84 85
86
87 88