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
2351
$350K ﹤0.01%
13,160
2352
$348K ﹤0.01%
2,476
+59
2353
$348K ﹤0.01%
+14,347
2354
$348K ﹤0.01%
15,702
+6
2355
$347K ﹤0.01%
22,159
+163
2356
$347K ﹤0.01%
4,752
-2,027
2357
$347K ﹤0.01%
45,195
+146
2358
$346K ﹤0.01%
10,885
-21,228
2359
$346K ﹤0.01%
8,493
+500
2360
$345K ﹤0.01%
8,604
+1,884
2361
$345K ﹤0.01%
6,947
+352
2362
$345K ﹤0.01%
+7,436
2363
$344K ﹤0.01%
+11,138
2364
$344K ﹤0.01%
7,359
+195
2365
$344K ﹤0.01%
34,686
+1,750
2366
$344K ﹤0.01%
26,536
+4,954
2367
$344K ﹤0.01%
386,244
+374,156
2368
$342K ﹤0.01%
+14,310
2369
$342K ﹤0.01%
8,221
-1,745
2370
$342K ﹤0.01%
14,579
+6,464
2371
$342K ﹤0.01%
2,032
-38
2372
$342K ﹤0.01%
12,339
-5,238
2373
$341K ﹤0.01%
13,648
+8,535
2374
$341K ﹤0.01%
36,325
+735
2375
$340K ﹤0.01%
16,223
-28,395
93 94
95
96 97