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
526
$6.29M 0.03%
401,073
-1,620
527
$6.27M 0.03%
152,924
-217,067
528
$6.26M 0.03%
134,805
-16,741
529
$6.26M 0.03%
199,760
+660
530
$6.25M 0.03%
55,292
-1,585
531
$6.24M 0.03%
28,240
+4,691
532
$6.24M 0.03%
106,330
+20,876
533
$6.23M 0.03%
+138,836
534
$6.23M 0.03%
70,491
-76,220
535
$6.22M 0.03%
185,719
-29,533
536
$6.21M 0.03%
9,129
+2,681
537
$6.21M 0.03%
46,419
-552
538
$6.2M 0.03%
146,944
+3,069
539
$6.16M 0.03%
54,448
-722
540
$6.16M 0.03%
407,640
-21,368
541
$6.15M 0.03%
100,963
+4,148
542
$6.13M 0.03%
96,553
-45,712
543
$6.11M 0.03%
82,500
+8,522
544
$6.1M 0.03%
142,853
-45,263
545
$6.1M 0.03%
32,610
+4,110
546
$6.06M 0.03%
268,948
-103,764
547
$6.05M 0.03%
115,914
-2,104
548
$6.03M 0.03%
246,948
-2,782
549
$6M 0.03%
121,528
-117,635
550
$5.96M 0.03%
29,186
-1,312
20 21
22
23 24