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
2226
$414K ﹤0.01%
8,455
-113
2227
$414K ﹤0.01%
39,068
+1,251
2228
$413K ﹤0.01%
6,352
-1,384
2229
$413K ﹤0.01%
44,935
+892
2230
$413K ﹤0.01%
17,986
-1,708
2231
$413K ﹤0.01%
+6,307
2232
$411K ﹤0.01%
4,487
+562
2233
$411K ﹤0.01%
68,672
+4,160
2234
$410K ﹤0.01%
20,354
-18,788
2235
$409K ﹤0.01%
1,957
+49
2236
$409K ﹤0.01%
+21,132
2237
$408K ﹤0.01%
20,580
+312
2238
$407K ﹤0.01%
3,176
-361
2239
$407K ﹤0.01%
7,452
+748
2240
$407K ﹤0.01%
552
+17
2241
$406K ﹤0.01%
24,277
+2,278
2242
$406K ﹤0.01%
2,265
+304
2243
$406K ﹤0.01%
7,865
+243
2244
$405K ﹤0.01%
34,729
+910
2245
$403K ﹤0.01%
4,184
-36
2246
$402K ﹤0.01%
19,909
-33,423
2247
$402K ﹤0.01%
46,476
-966
2248
$401K ﹤0.01%
1,729
-347
2249
$401K ﹤0.01%
+4,041
2250
$401K ﹤0.01%
11,086
88 89
90
91 92