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
2901
$150K ﹤0.01%
17,987
-15,335
2902
$149K ﹤0.01%
13,059
+2,901
2903
$148K ﹤0.01%
21,678
+4,700
2904
$148K ﹤0.01%
10,086
2905
$146K ﹤0.01%
23,697
-9,063
2906
$145K ﹤0.01%
19,391
-4,748
2907
$145K ﹤0.01%
15,906
+5,122
2908
$144K ﹤0.01%
33,444
-1,158
2909
$144K ﹤0.01%
11,598
+1,598
2910
$144K ﹤0.01%
12,684
-1,383
2911
$144K ﹤0.01%
12,619
-17,177
2912
$142K ﹤0.01%
11,825
+57
2913
$139K ﹤0.01%
11,280
-40
2914
$134K ﹤0.01%
2,942
-271
2915
$134K ﹤0.01%
25,910
+2,200
2916
$134K ﹤0.01%
34,355
+83
2917
$132K ﹤0.01%
32,077
+3,000
2918
$132K ﹤0.01%
441
+158
2919
$131K ﹤0.01%
30,599
-372
2920
$131K ﹤0.01%
13,421
+4,324
2921
$130K ﹤0.01%
14,751
-253
2922
$130K ﹤0.01%
1,358
-100
2923
$130K ﹤0.01%
5,657
-2,268
2924
$130K ﹤0.01%
28,239
-774
2925
$128K ﹤0.01%
13,867
-905
115 116
117
118 119