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
2326
$361K ﹤0.01%
3,117
-18
2327
$361K ﹤0.01%
11,862
-1,915
2328
$360K ﹤0.01%
10,220
2329
$360K ﹤0.01%
15,557
+6,498
2330
$358K ﹤0.01%
1,769
+35
2331
$358K ﹤0.01%
33,273
-1,591
2332
$358K ﹤0.01%
9,658
-1,137
2333
$357K ﹤0.01%
12,645
-1,022
2334
$357K ﹤0.01%
9,504
-1,456
2335
$356K ﹤0.01%
14,766
+1,308
2336
$355K ﹤0.01%
2,496
-83
2337
$354K ﹤0.01%
3,168
-110
2338
$354K ﹤0.01%
19,784
-9,009
2339
$354K ﹤0.01%
+15,009
2340
$353K ﹤0.01%
41,716
+1,261
2341
$353K ﹤0.01%
12,361
-1,598
2342
$352K ﹤0.01%
6,661
+1,317
2343
$352K ﹤0.01%
6,849
-33
2344
$352K ﹤0.01%
+14,120
2345
$352K ﹤0.01%
3,985
+281
2346
$351K ﹤0.01%
17,901
+368
2347
$351K ﹤0.01%
3,960
+75
2348
$351K ﹤0.01%
3,093
+179
2349
$351K ﹤0.01%
4,930
-95
2350
$350K ﹤0.01%
6,473
-1,806
92 93
94
95 96