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
3051
$43K ﹤0.01%
11,649
+1,391
3052
$43K ﹤0.01%
19,158
+1,864
3053
$42K ﹤0.01%
13,512
-4,210
3054
$42K ﹤0.01%
11,092
-14,245
3055
$42K ﹤0.01%
863
+122
3056
$41K ﹤0.01%
21,929
-1,417
3057
$41K ﹤0.01%
13,901
-2,483
3058
$41K ﹤0.01%
24,315
+1,116
3059
$40K ﹤0.01%
18,372
+6,188
3060
$40K ﹤0.01%
15,236
3061
$40K ﹤0.01%
607
3062
$39K ﹤0.01%
10,000
3063
$39K ﹤0.01%
3,959
+175
3064
– –
0
3065
$37K ﹤0.01%
1,246
+66
3066
$37K ﹤0.01%
12,078
+79
3067
$36K ﹤0.01%
+100
3068
$36K ﹤0.01%
16,774
-702
3069
$36K ﹤0.01%
112
3070
$35K ﹤0.01%
10,327
-431
3071
$34K ﹤0.01%
4,821
-66
3072
$34K ﹤0.01%
+13,350
3073
$34K ﹤0.01%
25,118
-425
3074
$33K ﹤0.01%
24,124
-3,110
3075
$32K ﹤0.01%
26,109
+3,991
121 122
123
124 125