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
3026
$55K ﹤0.01%
+34,303
3027
$54K ﹤0.01%
21,000
3028
$54K ﹤0.01%
12,000
+1,000
3029
$54K ﹤0.01%
30,854
3030
$53K ﹤0.01%
26,834
+40
3031
$53K ﹤0.01%
+19,886
3032
$52K ﹤0.01%
14,900
+500
3033
$51K ﹤0.01%
16,518
-100
3034
$50K ﹤0.01%
12,652
-3,298
3035
$50K ﹤0.01%
18,858
3036
$49K ﹤0.01%
14,818
+569
3037
$49K ﹤0.01%
+141,198
3038
$47K ﹤0.01%
884
+53
3039
$47K ﹤0.01%
11,377
-539
3040
$47K ﹤0.01%
1,312
-180
3041
$47K ﹤0.01%
26,917
-100
3042
$47K ﹤0.01%
+1,000
3043
$46K ﹤0.01%
20,239
3044
$46K ﹤0.01%
27,880
3045
$46K ﹤0.01%
13,216
3046
$45K ﹤0.01%
20,000
3047
$45K ﹤0.01%
911
-79
3048
$44K ﹤0.01%
4,280
-86
3049
$43K ﹤0.01%
+10,534
3050
$43K ﹤0.01%
10,550
-4,000
120 121
122
123 124