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
2826
$201K ﹤0.01%
4,147
-33
2827
$201K ﹤0.01%
+8,047
2828
$200K ﹤0.01%
15,791
2829
$200K ﹤0.01%
6,815
-4,660
2830
$200K ﹤0.01%
5,677
-106
2831
$199K ﹤0.01%
11,638
-2,486
2832
$198K ﹤0.01%
11,676
+421
2833
$197K ﹤0.01%
15,599
-619
2834
$197K ﹤0.01%
51,401
+636
2835
$197K ﹤0.01%
+15,436
2836
$196K ﹤0.01%
16,544
-1,535
2837
$196K ﹤0.01%
2,012
+20
2838
$195K ﹤0.01%
27,076
-57,235
2839
$195K ﹤0.01%
33,735
-3,173
2840
$193K ﹤0.01%
131,974
-3,065
2841
$193K ﹤0.01%
15,508
+3,620
2842
$192K ﹤0.01%
69,051
-1,300
2843
$192K ﹤0.01%
10,585
-762
2844
$191K ﹤0.01%
17,659
+1,234
2845
$190K ﹤0.01%
11,802
+332
2846
$188K ﹤0.01%
+16,649
2847
$188K ﹤0.01%
10,726
-2,162
2848
$186K ﹤0.01%
10,854
-8,841
2849
$186K ﹤0.01%
+10,714
2850
$185K ﹤0.01%
17,541
+4,500
112 113
114
115 116