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
2776
$211K ﹤0.01%
5,494
+135
2777
$211K ﹤0.01%
8,129
-208
2778
$211K ﹤0.01%
8,429
+2
2779
$210K ﹤0.01%
1,725
-593
2780
$210K ﹤0.01%
17,433
-856
2781
$210K ﹤0.01%
+7,683
2782
$209K ﹤0.01%
+5,285
2783
$209K ﹤0.01%
+4,114
2784
$209K ﹤0.01%
4,503
-746
2785
$209K ﹤0.01%
9,426
-937
2786
$209K ﹤0.01%
+19,036
2787
$209K ﹤0.01%
8,866
+1,147
2788
$208K ﹤0.01%
+4,420
2789
$208K ﹤0.01%
23,311
-435
2790
$208K ﹤0.01%
+9,037
2791
$207K ﹤0.01%
3,860
-3,170
2792
$207K ﹤0.01%
40,600
+3,935
2793
$206K ﹤0.01%
4,188
2794
$206K ﹤0.01%
+6,276
2795
$206K ﹤0.01%
+6,513
2796
$206K ﹤0.01%
+3,696
2797
$206K ﹤0.01%
+12,109
2798
$206K ﹤0.01%
16,224
-16,820
2799
$206K ﹤0.01%
3,391
-6,639
2800
$205K ﹤0.01%
14,633
-2,709
110 111
112
113 114