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
2251
$401K ﹤0.01%
4,243
+27
2252
$401K ﹤0.01%
2,253
+10
2253
$400K ﹤0.01%
16,904
-41
2254
$399K ﹤0.01%
18,242
+279
2255
$399K ﹤0.01%
15,088
-1,395
2256
$399K ﹤0.01%
28,364
-1,825
2257
$397K ﹤0.01%
58,961
-1,806
2258
$397K ﹤0.01%
17,405
+255
2259
$396K ﹤0.01%
3,177
-4,727
2260
$396K ﹤0.01%
28,624
-7,974
2261
$395K ﹤0.01%
6,166
-3,640
2262
$395K ﹤0.01%
21,647
+5,068
2263
$395K ﹤0.01%
23,213
-12,538
2264
$395K ﹤0.01%
13,906
+686
2265
$395K ﹤0.01%
11,452
-722
2266
$393K ﹤0.01%
6,349
+852
2267
$393K ﹤0.01%
22,127
-842
2268
$393K ﹤0.01%
7,313
+3,254
2269
$393K ﹤0.01%
15,330
2270
$393K ﹤0.01%
5,383
-1,491
2271
$391K ﹤0.01%
2,269
-232
2272
$390K ﹤0.01%
1,797
+72
2273
$389K ﹤0.01%
54,300
+506
2274
$389K ﹤0.01%
15,320
-3,389
2275
$389K ﹤0.01%
41,452
-3,302
89 90
91
92 93