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
2976
$89K ﹤0.01%
12,801
+24
2977
$89K ﹤0.01%
16,617
2978
$87K ﹤0.01%
11,765
+61
2979
$87K ﹤0.01%
19,004
+1,685
2980
$86K ﹤0.01%
+12,432
2981
$86K ﹤0.01%
13,196
+2,000
2982
$86K ﹤0.01%
10,298
-7,027
2983
$84K ﹤0.01%
12,464
-779
2984
$83K ﹤0.01%
27,326
+3,684
2985
$83K ﹤0.01%
22,545
-8,050
2986
$83K ﹤0.01%
8,360
-504
2987
$82K ﹤0.01%
12,065
-4,008
2988
$81K ﹤0.01%
1,829
-5
2989
$80K ﹤0.01%
+1,581
2990
$79K ﹤0.01%
41,634
2991
$78K ﹤0.01%
71,608
+51,500
2992
$77K ﹤0.01%
20,601
+1,176
2993
$75K ﹤0.01%
7,856
+4,900
2994
$74K ﹤0.01%
37,432
-2,683
2995
$73K ﹤0.01%
24,041
+400
2996
$71K ﹤0.01%
+21,428
2997
$71K ﹤0.01%
13,543
2998
$71K ﹤0.01%
66,909
+18,250
2999
$70K ﹤0.01%
16,234
+1,027
3000
$70K ﹤0.01%
17,423
+6,625
118 119
120
121 122