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
2451
$314K ﹤0.01%
14,489
+1,432
2452
$313K ﹤0.01%
8,174
-707
2453
$313K ﹤0.01%
16,010
-994
2454
$313K ﹤0.01%
5,257
-239
2455
$313K ﹤0.01%
21,693
-8,287
2456
$312K ﹤0.01%
7,426
-950
2457
$311K ﹤0.01%
9,798
-560
2458
$311K ﹤0.01%
12,124
2459
$310K ﹤0.01%
13,258
+258
2460
$310K ﹤0.01%
18,765
+1,186
2461
$310K ﹤0.01%
8,119
-356
2462
$310K ﹤0.01%
54,417
-26,884
2463
$309K ﹤0.01%
25,776
+4,693
2464
$309K ﹤0.01%
1,319
-930
2465
$309K ﹤0.01%
25,325
-637
2466
$308K ﹤0.01%
9,716
-7,925
2467
$308K ﹤0.01%
3,935
+59
2468
$308K ﹤0.01%
17,063
-2,568
2469
$308K ﹤0.01%
201
+23
2470
$308K ﹤0.01%
3,895
-462
2471
$307K ﹤0.01%
1,795
+237
2472
$306K ﹤0.01%
9,393
-2,294
2473
$306K ﹤0.01%
4,025
-316
2474
$306K ﹤0.01%
3,325
-1,024
2475
$306K ﹤0.01%
5,846
+1,492
97 98
99
100 101