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
651
$4.79M 0.02%
138,016
+21,664
652
$4.78M 0.02%
131,074
+27,047
653
$4.78M 0.02%
158,665
-7,894
654
$4.78M 0.02%
151,853
+4,646
655
$4.75M 0.02%
5,781
-632
656
$4.75M 0.02%
126,460
+225
657
$4.74M 0.02%
105,005
+47,802
658
$4.73M 0.02%
15,670
+49
659
$4.72M 0.02%
80,932
-1,568
660
$4.71M 0.02%
32,779
-358
661
$4.68M 0.02%
30,208
-1,418
662
$4.68M 0.02%
155,214
+2,267
663
$4.67M 0.02%
33,608
+745
664
$4.67M 0.02%
27,260
+1,096
665
$4.67M 0.02%
99,791
+12,160
666
$4.65M 0.02%
82,170
-2,880
667
$4.64M 0.02%
11,620
-1,246
668
$4.63M 0.02%
136,901
+5,979
669
$4.63M 0.02%
44,011
+18,681
670
$4.63M 0.02%
91,127
+11,030
671
$4.63M 0.02%
381,863
+90,483
672
$4.63M 0.02%
197,296
-486
673
$4.62M 0.02%
183,722
-4,372
674
$4.62M 0.02%
155,699
-22,535
675
$4.61M 0.02%
251,393
-65,074
25 26
27
28 29