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
501
$6.66M 0.03%
21,895
+5,439
502
$6.64M 0.03%
71,445
-4,055
503
$6.63M 0.03%
466,539
-111,081
504
$6.63M 0.03%
500,139
+236,186
505
$6.63M 0.03%
232,643
-15,486
506
$6.62M 0.03%
101,282
+312
507
$6.61M 0.03%
237,167
-245,529
508
$6.58M 0.03%
48,668
-11,377
509
$6.56M 0.03%
276,953
+238,424
510
$6.55M 0.03%
217,825
+12,532
511
$6.55M 0.03%
95,424
+1,794
512
$6.54M 0.03%
283,735
+3,996
513
$6.52M 0.03%
80,923
+9,637
514
$6.52M 0.03%
90,869
+3,869
515
$6.49M 0.03%
94,515
+3,167
516
$6.47M 0.03%
424,888
+7,211
517
$6.46M 0.03%
121,820
-3,180
518
$6.38M 0.03%
74,936
-11,324
519
$6.35M 0.03%
112,170
+4,305
520
$6.35M 0.03%
30,432
+11,782
521
$6.34M 0.03%
175,754
-1,641
522
$6.33M 0.03%
542,840
-22,396
523
$6.32M 0.03%
25,546
-944
524
$6.32M 0.03%
74,897
+27,064
525
$6.31M 0.03%
349,725
+16,764
19 20
21
22 23