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
2276
$388K ﹤0.01%
11,467
+61
2277
$386K ﹤0.01%
16,167
+5,556
2278
$386K ﹤0.01%
6,629
+1,356
2279
$385K ﹤0.01%
4,151
-163
2280
$385K ﹤0.01%
10,320
-937
2281
$384K ﹤0.01%
2,785
+1,141
2282
$383K ﹤0.01%
5,112
-300
2283
$381K ﹤0.01%
+8,097
2284
$381K ﹤0.01%
12,404
+174
2285
$381K ﹤0.01%
8,892
-2,193
2286
$380K ﹤0.01%
7,189
-751
2287
$379K ﹤0.01%
13,752
-862
2288
$379K ﹤0.01%
20,850
-487
2289
$377K ﹤0.01%
45,778
-551
2290
$377K ﹤0.01%
8,210
+1,382
2291
$374K ﹤0.01%
4,076
+1,273
2292
$373K ﹤0.01%
+26,637
2293
$373K ﹤0.01%
7,098
-1,962
2294
$373K ﹤0.01%
7,746
+293
2295
$372K ﹤0.01%
9,516
-849
2296
$372K ﹤0.01%
337,832
+9,412
2297
$372K ﹤0.01%
2,942
+315
2298
$371K ﹤0.01%
26,971
+17
2299
$371K ﹤0.01%
+13,010
2300
$370K ﹤0.01%
+1,896
90 91
92
93 94