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
3126
$12K ﹤0.01%
158
3127
$12K ﹤0.01%
13
3128
$12K ﹤0.01%
11,202
3129
$11K ﹤0.01%
508
3130
$10K ﹤0.01%
+332
3131
$10K ﹤0.01%
+15,232
3132
$9K ﹤0.01%
204
-263
3133
$8K ﹤0.01%
996
-4
3134
$6K ﹤0.01%
+502
3135
$6K ﹤0.01%
5,040
-286
3136
$6K ﹤0.01%
13,273
+256
3137
$5K ﹤0.01%
37,900
-600
3138
$4K ﹤0.01%
1,793
3139
$4K ﹤0.01%
687
3140
$4K ﹤0.01%
+114,765
3141
$3K ﹤0.01%
852
-39
3142
$2K ﹤0.01%
68
3143
$2K ﹤0.01%
+940
3144
$2K ﹤0.01%
10,500
3145
$1K ﹤0.01%
10,550
3146
– –
-14,902
3147
– –
-9,506
3148
– –
-5,850
3149
– –
-636
3150
– –
-11,226
124 125
126
127 128