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
3101
$20K ﹤0.01%
14,917
+1,896
3102
$19K ﹤0.01%
29
+2
3103
$19K ﹤0.01%
+1,082
3104
$19K ﹤0.01%
73,400
3105
$19K ﹤0.01%
43,048
-9,785
3106
$19K ﹤0.01%
965
+300
3107
$18K ﹤0.01%
1,167
3108
$18K ﹤0.01%
2,809
-96
3109
$18K ﹤0.01%
5
3110
$17K ﹤0.01%
2,452
+1,000
3111
$17K ﹤0.01%
6,607
+471
3112
$16K ﹤0.01%
10,500
3113
$16K ﹤0.01%
10,811
-1,185
3114
$15K ﹤0.01%
+1,769
3115
$15K ﹤0.01%
20,000
3116
$15K ﹤0.01%
19,075
3117
$14K ﹤0.01%
16,420
-14,640
3118
$14K ﹤0.01%
+10,117
3119
$14K ﹤0.01%
10,200
3120
$14K ﹤0.01%
26,229
-2,120
3121
$13K ﹤0.01%
906
3122
$13K ﹤0.01%
1,127
+179
3123
$13K ﹤0.01%
16,265
-109
3124
$13K ﹤0.01%
64
-2
3125
$13K ﹤0.01%
+10,875
123 124
125
126 127