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 4.67%
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
2801
$205K ﹤0.01%
4,145
-1,368
2802
$205K ﹤0.01%
34,995
-1,755
2803
$205K ﹤0.01%
3,354
-415
2804
$205K ﹤0.01%
3,764
-1,162
2805
$205K ﹤0.01%
88,375
-22,762
2806
$205K ﹤0.01%
7,330
+11
2807
$205K ﹤0.01%
+753
2808
$205K ﹤0.01%
+3,520
2809
$205K ﹤0.01%
2,580
+5
2810
$204K ﹤0.01%
8,832
-2,575
2811
$204K ﹤0.01%
+3,239
2812
$204K ﹤0.01%
9,807
-12,607
2813
$204K ﹤0.01%
6,030
-756
2814
$204K ﹤0.01%
23,776
+577
2815
$204K ﹤0.01%
+901
2816
$204K ﹤0.01%
13,206
-150
2817
$203K ﹤0.01%
+7,761
2818
$203K ﹤0.01%
6,397
-564
2819
$203K ﹤0.01%
13,820
+296
2820
$203K ﹤0.01%
2,160
-60
2821
$202K ﹤0.01%
28,300
-25,150
2822
$202K ﹤0.01%
16,591
+2,754
2823
$201K ﹤0.01%
4,340
-474
2824
$201K ﹤0.01%
4,324
-338
2825
$201K ﹤0.01%
3,755
-1,572
111 112
113
114 115