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
476
$7.12M 0.03%
286,810
+136,164
477
$7.1M 0.03%
41,658
+22,014
478
$7.09M 0.03%
289,085
-18,584
479
$7.03M 0.03%
491,273
+74,272
480
$7.01M 0.03%
343,330
+20,398
481
$7M 0.03%
90,707
-1,250
482
$6.92M 0.03%
27,068
-332
483
$6.9M 0.03%
71,277
-1,845
484
$6.89M 0.03%
93,489
+21,576
485
$6.87M 0.03%
218,226
+532
486
$6.87M 0.03%
172,281
-20,769
487
$6.85M 0.03%
24,722
-28,234
488
$6.82M 0.03%
205,878
+26,749
489
$6.79M 0.03%
106,814
-6,085
490
$6.78M 0.03%
150,288
-1,674
491
$6.77M 0.03%
100,395
+6,376
492
$6.74M 0.03%
90,732
+13,189
493
$6.73M 0.03%
28,588
+2,591
494
$6.73M 0.03%
58,720
-8,389
495
$6.72M 0.03%
18,937
+14,291
496
$6.71M 0.03%
98,865
-3,412
497
$6.7M 0.03%
76,342
+2,717
498
$6.67M 0.03%
96,074
+973
499
$6.66M 0.03%
287,099
+100,196
500
$6.66M 0.03%
154,261
+25,441
18 19
20
21 22