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
676
$4.6M 0.02%
94,047
+748
677
$4.6M 0.02%
11,622
+363
678
$4.59M 0.02%
148,877
-9,372
679
$4.58M 0.02%
408,513
+10,507
680
$4.57M 0.02%
254,512
+9,407
681
$4.57M 0.02%
148,855
+150
682
$4.56M 0.02%
32,085
+3,550
683
$4.55M 0.02%
66,495
+16,751
684
$4.54M 0.02%
29,430
+4,238
685
$4.48M 0.02%
101,855
+5,243
686
$4.46M 0.02%
82,366
+7,752
687
$4.44M 0.02%
62,671
-1,014
688
$4.43M 0.02%
52,374
+1,150
689
$4.43M 0.02%
484,752
+33
690
$4.42M 0.02%
138,481
+5,881
691
$4.42M 0.02%
72,307
+10,381
692
$4.42M 0.02%
14,780
+14,014
693
$4.41M 0.02%
118,140
-23,796
694
$4.41M 0.02%
158,679
-5,905
695
$4.4M 0.02%
433,419
+18,210
696
$4.39M 0.02%
87,177
+2,412
697
$4.39M 0.02%
92,696
+20,938
698
$4.38M 0.02%
93,037
+7,430
699
$4.38M 0.02%
27,860
-735
700
$4.37M 0.02%
164,021
+11,749
26 27
28
29 30