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
2376
$340K ﹤0.01%
43,645
+1,107
2377
$340K ﹤0.01%
14,046
-2,267
2378
$339K ﹤0.01%
+13,283
2379
$339K ﹤0.01%
13,339
+1,270
2380
$339K ﹤0.01%
+6,498
2381
$338K ﹤0.01%
5,631
-4,578
2382
$338K ﹤0.01%
20,944
-267
2383
$338K ﹤0.01%
18,563
-15,670
2384
$338K ﹤0.01%
18,366
-2,085
2385
$337K ﹤0.01%
17,439
-5,096
2386
$337K ﹤0.01%
5,013
+106
2387
$337K ﹤0.01%
3,112
-35
2388
$337K ﹤0.01%
12,167
-27,093
2389
$337K ﹤0.01%
2,302
-2,480
2390
$336K ﹤0.01%
1,236
-689
2391
$336K ﹤0.01%
20,183
+2,314
2392
$336K ﹤0.01%
13,297
-903
2393
$335K ﹤0.01%
4,934
-209
2394
$335K ﹤0.01%
19,240
+1,500
2395
$335K ﹤0.01%
10,621
-1,735
2396
$335K ﹤0.01%
10,582
-2,320
2397
$335K ﹤0.01%
5,639
-1,778
2398
$334K ﹤0.01%
15,504
-301
2399
$334K ﹤0.01%
126,024
-10,558
2400
$333K ﹤0.01%
31,409
-185
94 95
96
97 98