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
451
$7.64M 0.04%
377,804
+16,257
452
$7.62M 0.04%
162,480
+4,196
453
$7.57M 0.04%
315,506
-1,119
454
$7.55M 0.04%
39,434
+2,378
455
$7.52M 0.04%
71,855
-10,607
456
$7.5M 0.04%
123,021
+102,121
457
$7.46M 0.04%
303,916
+143,495
458
$7.43M 0.04%
+184,813
459
$7.4M 0.04%
163,993
+17,890
460
$7.35M 0.04%
20,784
-1,564
461
$7.34M 0.04%
87,784
+469
462
$7.33M 0.04%
207,854
+2,686
463
$7.33M 0.04%
15,942
-2,169
464
$7.33M 0.04%
77,319
-996
465
$7.27M 0.04%
43,763
-946
466
$7.25M 0.04%
28,369
-2,299
467
$7.23M 0.04%
58,154
-5,521
468
$7.23M 0.04%
45,713
+1,128
469
$7.22M 0.04%
30,242
-3,312
470
$7.22M 0.04%
233,878
+115,890
471
$7.18M 0.04%
267,311
-29,161
472
$7.15M 0.04%
149,196
+14,739
473
$7.14M 0.04%
204,593
+27,668
474
$7.14M 0.04%
184,838
-63,569
475
$7.12M 0.03%
258,921
+40,868
17 18
19
20 21