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
2426
$323K ﹤0.01%
12,856
+1,535
2427
$323K ﹤0.01%
20,943
-596
2428
$322K ﹤0.01%
10,300
+427
2429
$321K ﹤0.01%
15,222
+198
2430
$321K ﹤0.01%
+11,975
2431
$321K ﹤0.01%
52,323
-939
2432
$320K ﹤0.01%
36,065
+1,683
2433
$320K ﹤0.01%
5,953
-3,185
2434
$320K ﹤0.01%
+2,413
2435
$320K ﹤0.01%
40,411
-343
2436
$320K ﹤0.01%
18,802
-6,320
2437
$319K ﹤0.01%
10,014
-31
2438
$319K ﹤0.01%
14,272
-498
2439
$317K ﹤0.01%
40,931
-1,299
2440
$317K ﹤0.01%
7,817
-589
2441
$316K ﹤0.01%
14,208
+2,102
2442
$316K ﹤0.01%
51,624
-810
2443
$314K ﹤0.01%
7,073
+400
2444
$314K ﹤0.01%
27,993
-682
2445
$314K ﹤0.01%
+11,516
2446
$314K ﹤0.01%
47,737
-2,342
2447
$314K ﹤0.01%
2,758
-1,496
2448
$314K ﹤0.01%
5,222
+165
2449
$314K ﹤0.01%
33,090
-2,671
2450
$314K ﹤0.01%
26,291
-1,066
96 97
98
99 100