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
2401
$332K ﹤0.01%
53,583
-15,283
2402
$332K ﹤0.01%
12,470
+1,960
2403
$331K ﹤0.01%
18,943
-10,950
2404
$330K ﹤0.01%
3,409
-294
2405
$329K ﹤0.01%
35,962
-353
2406
$329K ﹤0.01%
6,807
-33
2407
$329K ﹤0.01%
28,945
-11,148
2408
$328K ﹤0.01%
10,807
+1,590
2409
$328K ﹤0.01%
3,949
-259
2410
$328K ﹤0.01%
18,236
+210
2411
$327K ﹤0.01%
28,198
+2,453
2412
$327K ﹤0.01%
18,624
+430
2413
$327K ﹤0.01%
2,659
-1,373
2414
$327K ﹤0.01%
6,039
+14
2415
$327K ﹤0.01%
+10,283
2416
$326K ﹤0.01%
34,311
-6,283
2417
$326K ﹤0.01%
30,428
+622
2418
$326K ﹤0.01%
16,010
-1,665
2419
$326K ﹤0.01%
1,265
-26
2420
$325K ﹤0.01%
3,853
+699
2421
$325K ﹤0.01%
5,501
-662
2422
$324K ﹤0.01%
14,165
+4,446
2423
$324K ﹤0.01%
2,855
+126
2424
$324K ﹤0.01%
28,555
+2,893
2425
$323K ﹤0.01%
30,694
+551
95 96
97
98 99