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
2926
$124K ﹤0.01%
15,338
2927
$124K ﹤0.01%
57,292
+20,500
2928
$123K ﹤0.01%
12,316
-1,070
2929
$122K ﹤0.01%
+61,547
2930
$122K ﹤0.01%
23,761
+10,954
2931
$121K ﹤0.01%
11,534
2932
$121K ﹤0.01%
24,657
+5,107
2933
$120K ﹤0.01%
14,782
+365
2934
$120K ﹤0.01%
11,700
2935
$119K ﹤0.01%
22,672
+3,607
2936
$119K ﹤0.01%
41,012
-1,396
2937
$118K ﹤0.01%
2,336
+695
2938
$118K ﹤0.01%
10,070
2939
$118K ﹤0.01%
1,376
+33
2940
$118K ﹤0.01%
+10,408
2941
$117K ﹤0.01%
14,697
-671
2942
$117K ﹤0.01%
18,002
-4,905
2943
$115K ﹤0.01%
39,840
+444
2944
$115K ﹤0.01%
11,542
-744
2945
$115K ﹤0.01%
+20,000
2946
$114K ﹤0.01%
18,328
-1,680
2947
$114K ﹤0.01%
14,168
-27,948
2948
$114K ﹤0.01%
22,107
+3,765
2949
$114K ﹤0.01%
15,972
-1,165
2950
$113K ﹤0.01%
10,907
-98
116 117
118
119 120