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
3226
– –
-9,324
3227
– –
-11,169
3228
– –
-7,297
3229
– –
-12,677
3230
– –
-9,194
3231
– –
-14,112
3232
– –
-16,045
3233
– –
-9,322
3234
– –
-3,332
3235
– –
-9,605
3236
– –
-7,614
3237
– –
-32,088
3238
– –
-36,150
3239
– –
-1,066
3240
– –
-6,765
3241
– –
-21,621
3242
– –
-5,609
3243
– –
-5,116
3244
– –
-1,404
3245
– –
-11,328
3246
– –
-10,010
3247
– –
-10,452
3248
– –
-7
3249
– –
-4,771
3250
– –
-13,721
128 129
130
131 132