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
3201
– –
-10,112
3202
– –
-12,988
3203
– –
-21,457
3204
– –
-2,225
3205
– –
-12,501
3206
– –
-4,880
3207
– –
-68,415
3208
– –
-65,326
3209
– –
-13,737
3210
– –
-105,900
3211
– –
-12,273
3212
– –
-57,723
3213
– –
-37,835
3214
– –
-92,219
3215
– –
-27,344
3216
– –
-1,016
3217
– –
-14,608
3218
– –
-10,327
3219
– –
-4,343
3220
– –
-6,153
3221
– –
-20,701
3222
– –
-2,445
3223
– –
-2,307
3224
– –
-8,707
3225
– –
-2,528
127 128
129
130 131