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
2951
$113K ﹤0.01%
42,190
+6,712
2952
$113K ﹤0.01%
91,467
-1,650
2953
$112K ﹤0.01%
+41,402
2954
$110K ﹤0.01%
10,407
-396
2955
$109K ﹤0.01%
46,750
+20,000
2956
$109K ﹤0.01%
11,125
-2,000
2957
$109K ﹤0.01%
11,251
-5,106
2958
$108K ﹤0.01%
14,610
-173
2959
$108K ﹤0.01%
11,189
-12,598
2960
$106K ﹤0.01%
14,567
+553
2961
$105K ﹤0.01%
12,267
+119
2962
$103K ﹤0.01%
19,295
2963
$102K ﹤0.01%
5,424
-97
2964
$101K ﹤0.01%
12,776
+158
2965
$101K ﹤0.01%
10,085
2966
$99K ﹤0.01%
51,052
-3,901
2967
$99K ﹤0.01%
+14,367
2968
$98K ﹤0.01%
13,478
2969
$96K ﹤0.01%
9,144
+329
2970
$96K ﹤0.01%
+10,813
2971
$93K ﹤0.01%
3,237
+1,653
2972
$93K ﹤0.01%
17,570
2973
$92K ﹤0.01%
68,419
+165
2974
$91K ﹤0.01%
10,369
+124
2975
$90K ﹤0.01%
+14,035
117 118
119
120 121