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
626
$4.99M 0.02%
104,441
-2,703
627
$4.99M 0.02%
54,239
-2,065
628
$4.99M 0.02%
150,103
-3,554
629
$4.98M 0.02%
715,174
+48,997
630
$4.98M 0.02%
46,076
+3,024
631
$4.95M 0.02%
141,905
+4,868
632
$4.95M 0.02%
1,037,115
+103,484
633
$4.94M 0.02%
79,680
+625
634
$4.93M 0.02%
98,687
+3,601
635
$4.93M 0.02%
99,554
+54,786
636
$4.92M 0.02%
151,193
-845
637
$4.92M 0.02%
163,815
-17,713
638
$4.92M 0.02%
3,730
+1,397
639
$4.92M 0.02%
112,371
-14,146
640
$4.88M 0.02%
245,739
-18,284
641
$4.88M 0.02%
555,470
-133,302
642
$4.88M 0.02%
553,645
-62,271
643
$4.87M 0.02%
216,892
-38,486
644
$4.87M 0.02%
91,152
-1,365
645
$4.85M 0.02%
115,516
+248
646
$4.83M 0.02%
597,478
+3,925
647
$4.82M 0.02%
43,070
-7,099
648
$4.82M 0.02%
61,604
-1,896
649
$4.82M 0.02%
16,840
+701
650
$4.79M 0.02%
114,425
+4,726
24 25
26
27 28