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
2151
$461K ﹤0.01%
96,947
+16,930
2152
$461K ﹤0.01%
52,618
-2,045
2153
$461K ﹤0.01%
52,063
-1,404
2154
$460K ﹤0.01%
7,667
+789
2155
$459K ﹤0.01%
86,997
+7,860
2156
$458K ﹤0.01%
14,748
-3,319
2157
$457K ﹤0.01%
6,751
2158
$457K ﹤0.01%
5,845
-63
2159
$456K ﹤0.01%
16,174
-3,244
2160
$456K ﹤0.01%
4,668
+205
2161
$454K ﹤0.01%
+19,258
2162
$454K ﹤0.01%
30,053
+2,751
2163
$454K ﹤0.01%
28,602
+5,624
2164
$453K ﹤0.01%
13,834
-10,127
2165
$453K ﹤0.01%
18,522
-29,152
2166
$453K ﹤0.01%
35,011
+15,462
2167
$451K ﹤0.01%
3,342
+257
2168
$449K ﹤0.01%
207,115
-34,366
2169
$449K ﹤0.01%
11,677
-139
2170
$448K ﹤0.01%
4,364
+56
2171
$447K ﹤0.01%
7,333
-1,473
2172
$447K ﹤0.01%
12,860
-716
2173
$446K ﹤0.01%
18,376
+2,402
2174
$445K ﹤0.01%
16,220
-9,292
2175
$445K ﹤0.01%
+13,796
85 86
87
88 89