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 4.68%
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
601
$5.33M 0.03%
108,766
-15,749
602
$5.32M 0.03%
74,815
+5,355
603
$5.28M 0.03%
148,442
+8,039
604
$5.27M 0.03%
143,585
-26,458
605
$5.25M 0.03%
62,771
+37,519
606
$5.24M 0.03%
28,125
-28,131
607
$5.24M 0.03%
337,530
-67,824
608
$5.23M 0.03%
71,629
+29,535
609
$5.21M 0.03%
23,058
-1,261
610
$5.2M 0.03%
66,689
-42,726
611
$5.19M 0.03%
101,272
-27,237
612
$5.16M 0.03%
26,286
-28,520
613
$5.14M 0.03%
32,600
-15,174
614
$5.11M 0.03%
151,825
-30,688
615
$5.09M 0.03%
89,832
-32,896
616
$5.09M 0.03%
103,719
-33,188
617
$5.08M 0.02%
160,370
-23,926
618
$5.08M 0.02%
388,067
+18,886
619
$5.04M 0.02%
22,656
+10,229
620
$5.03M 0.02%
169,103
+18,251
621
$5.03M 0.02%
169,848
-11,984
622
$5.03M 0.02%
17,147
-838
623
$5.03M 0.02%
182,110
+14,020
624
$5.01M 0.02%
79,035
+10,606
625
$5M 0.02%
75,374
+19,463
23 24
25
26 27