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
2176
$445K ﹤0.01%
18,856
+151
2177
$444K ﹤0.01%
2,081
+71
2178
$443K ﹤0.01%
29,883
+3,456
2179
$443K ﹤0.01%
31,688
+23,709
2180
$442K ﹤0.01%
+18,726
2181
$442K ﹤0.01%
+18,890
2182
$440K ﹤0.01%
377
-12
2183
$440K ﹤0.01%
20,002
-33,420
2184
$439K ﹤0.01%
69,316
-172,351
2185
$438K ﹤0.01%
12,849
-599
2186
$437K ﹤0.01%
25,231
+8,905
2187
$435K ﹤0.01%
15,276
+3,209
2188
$434K ﹤0.01%
19,251
+5,709
2189
$434K ﹤0.01%
5,764
+187
2190
$434K ﹤0.01%
12,756
+4,765
2191
$433K ﹤0.01%
+15,585
2192
$432K ﹤0.01%
5,795
-18
2193
$431K ﹤0.01%
899
-50
2194
$431K ﹤0.01%
16,098
2195
$431K ﹤0.01%
10,923
-553
2196
$430K ﹤0.01%
2,149
-25
2197
$429K ﹤0.01%
18,188
+25
2198
$429K ﹤0.01%
32,745
-2,350
2199
$428K ﹤0.01%
39,465
-2,705
2200
$427K ﹤0.01%
44,714
-22,944
86 87
88
89 90