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
2851
$183K ﹤0.01%
+11,638
2852
$183K ﹤0.01%
16,926
+1,136
2853
$183K ﹤0.01%
20,631
+69
2854
$183K ﹤0.01%
22,797
+3,422
2855
$182K ﹤0.01%
+29,660
2856
$181K ﹤0.01%
12,500
-7,000
2857
$180K ﹤0.01%
29,971
+6,644
2858
$180K ﹤0.01%
+17,168
2859
$179K ﹤0.01%
48,905
+1,506
2860
$178K ﹤0.01%
18,729
+1,355
2861
$177K ﹤0.01%
19,981
2862
$176K ﹤0.01%
38,874
+1,231
2863
$175K ﹤0.01%
14,991
-540
2864
$175K ﹤0.01%
+15,972
2865
$175K ﹤0.01%
+10,637
2866
$173K ﹤0.01%
6,623
-4,110
2867
$173K ﹤0.01%
50,000
-10
2868
$172K ﹤0.01%
40,100
2869
$172K ﹤0.01%
29,709
-555
2870
$170K ﹤0.01%
37,383
+8,519
2871
$170K ﹤0.01%
16,241
-398
2872
$169K ﹤0.01%
13,868
2873
$169K ﹤0.01%
18,942
-1,855
2874
$168K ﹤0.01%
17,223
+4,141
2875
$168K ﹤0.01%
+12,047
113 114
115
116 117