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
2201
$427K ﹤0.01%
9,657
+453
2202
$427K ﹤0.01%
13,490
-1,325
2203
$427K ﹤0.01%
37,166
+11,538
2204
$426K ﹤0.01%
2,880
-147
2205
$426K ﹤0.01%
2,103
-72
2206
$425K ﹤0.01%
7,830
-5,873
2207
$424K ﹤0.01%
147,176
+100,776
2208
$423K ﹤0.01%
35,393
+2,011
2209
$422K ﹤0.01%
21,037
+6,664
2210
$421K ﹤0.01%
9,469
+1,668
2211
$420K ﹤0.01%
13,392
+400
2212
$420K ﹤0.01%
11,242
-679
2213
$420K ﹤0.01%
9,106
+525
2214
$420K ﹤0.01%
357
+14
2215
$419K ﹤0.01%
8,575
-91
2216
$419K ﹤0.01%
148,560
+78,754
2217
$419K ﹤0.01%
10,055
+600
2218
$418K ﹤0.01%
17,867
+7,461
2219
$417K ﹤0.01%
8,001
+199
2220
$417K ﹤0.01%
3,943
+32
2221
$417K ﹤0.01%
7,787
+22
2222
$416K ﹤0.01%
7,057
+1,086
2223
$415K ﹤0.01%
11,641
+316
2224
$415K ﹤0.01%
4,571
-65
2225
$415K ﹤0.01%
25,925
+1,914
87 88
89
90 91