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
2751
$220K ﹤0.01%
30,200
-89
2752
$219K ﹤0.01%
+8,650
2753
$219K ﹤0.01%
11,755
-8,912
2754
$219K ﹤0.01%
+2,444
2755
$218K ﹤0.01%
+3,700
2756
$217K ﹤0.01%
26,592
+15,134
2757
$217K ﹤0.01%
2,180
-494
2758
$217K ﹤0.01%
26,118
+12,150
2759
$217K ﹤0.01%
17,761
-626
2760
$216K ﹤0.01%
3,736
-11
2761
$216K ﹤0.01%
9,494
-1,013
2762
$216K ﹤0.01%
+4,242
2763
$215K ﹤0.01%
7,349
-3,509
2764
$215K ﹤0.01%
56,871
-7,050
2765
$214K ﹤0.01%
42,709
-12,747
2766
$214K ﹤0.01%
5,208
+4
2767
$213K ﹤0.01%
1,052
-24
2768
$213K ﹤0.01%
2,793
-82
2769
$213K ﹤0.01%
9,842
2770
$212K ﹤0.01%
40,159
-1,940
2771
$212K ﹤0.01%
8,446
-720
2772
$212K ﹤0.01%
33,850
-205
2773
$211K ﹤0.01%
+6,064
2774
$211K ﹤0.01%
16,359
+88
2775
$211K ﹤0.01%
+4,136
109 110
111
112 113