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
576
$5.66M 0.03%
87,641
-134
577
$5.65M 0.03%
150,389
+55,662
578
$5.64M 0.03%
35,206
-36,869
579
$5.59M 0.03%
221,742
+12,394
580
$5.58M 0.03%
263,413
+45,961
581
$5.58M 0.03%
22,093
-607
582
$5.57M 0.03%
50,267
-5,285
583
$5.56M 0.03%
113,121
-22,582
584
$5.54M 0.03%
156,141
+4,143
585
$5.52M 0.03%
110,697
+1,833
586
$5.51M 0.03%
108,868
+5,535
587
$5.49M 0.03%
161,446
-3,562
588
$5.48M 0.03%
25,313
-1,537
589
$5.46M 0.03%
227,466
+98,700
590
$5.46M 0.03%
174,830
+127,497
591
$5.45M 0.03%
46,587
-22,638
592
$5.44M 0.03%
97,434
+2,744
593
$5.43M 0.03%
55,244
-904
594
$5.42M 0.03%
154,891
-26,764
595
$5.39M 0.03%
63,511
+11,099
596
$5.37M 0.03%
189,442
+353
597
$5.37M 0.03%
151,647
-12,009
598
$5.36M 0.03%
203,838
+22,049
599
$5.36M 0.03%
83,870
+14,933
600
$5.33M 0.03%
32,229
-97
22 23
24
25 26