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
3001
$70K ﹤0.01%
1,921
+54
3002
$69K ﹤0.01%
23,488
3003
$68K ﹤0.01%
13,622
+260
3004
$67K ﹤0.01%
+10,587
3005
$66K ﹤0.01%
99,761
3006
$65K ﹤0.01%
1,508
-20
3007
$65K ﹤0.01%
23,428
+1,485
3008
$64K ﹤0.01%
2,184
3009
$64K ﹤0.01%
32,308
-500
3010
$63K ﹤0.01%
+12,466
3011
$63K ﹤0.01%
16,475
+2,084
3012
$63K ﹤0.01%
166,594
+129,544
3013
$62K ﹤0.01%
15,745
+49
3014
$61K ﹤0.01%
+12,387
3015
$61K ﹤0.01%
16,448
-1,006
3016
$60K ﹤0.01%
22,600
3017
$59K ﹤0.01%
1,833
-812
3018
$59K ﹤0.01%
+10,712
3019
$59K ﹤0.01%
17,338
-7,642
3020
$58K ﹤0.01%
37,591
+111
3021
$57K ﹤0.01%
14,407
+520
3022
$57K ﹤0.01%
+714
3023
$56K ﹤0.01%
1,865
-81
3024
$56K ﹤0.01%
14
-1
3025
$56K ﹤0.01%
11,175
119 120
121
122 123