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
551
$5.95M 0.03%
13,349
-568
552
$5.95M 0.03%
123,905
+40,772
553
$5.93M 0.03%
112,053
-9,660
554
$5.9M 0.03%
149,449
-17,318
555
$5.89M 0.03%
308,460
+14,625
556
$5.89M 0.03%
99,749
-3,875
557
$5.88M 0.03%
2,394
+27
558
$5.86M 0.03%
96,963
-8,860
559
$5.83M 0.03%
201,640
+92,000
560
$5.82M 0.03%
99,683
+4,367
561
$5.82M 0.03%
32,112
+2,080
562
$5.82M 0.03%
194,774
-12,673
563
$5.81M 0.03%
120,629
+17,675
564
$5.8M 0.03%
64,496
+3,494
565
$5.79M 0.03%
110,305
-4,999
566
$5.79M 0.03%
76,005
-6,998
567
$5.79M 0.03%
430,365
-8,683
568
$5.76M 0.03%
63,157
+1,238
569
$5.73M 0.03%
18,008
+6,801
570
$5.72M 0.03%
137,957
-77,839
571
$5.71M 0.03%
74,991
+6,872
572
$5.7M 0.03%
14,567
+6,894
573
$5.7M 0.03%
166,800
+22,550
574
$5.7M 0.03%
91,437
-44,584
575
$5.67M 0.03%
98,421
-4,248
21 22
23
24 25