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
701
$4.36M 0.02%
74,243
+29,449
702
$4.36M 0.02%
91,611
-1,102
703
$4.34M 0.02%
12,903
-398
704
$4.33M 0.02%
343,099
+22,755
705
$4.32M 0.02%
113,554
+21,783
706
$4.32M 0.02%
20,547
+8,312
707
$4.32M 0.02%
203,089
+27,324
708
$4.31M 0.02%
58,902
+29,104
709
$4.28M 0.02%
37,903
+3,204
710
$4.28M 0.02%
158,590
-1,476
711
$4.28M 0.02%
127,021
+78,320
712
$4.27M 0.02%
43,749
+2,461
713
$4.27M 0.02%
67,952
-1,733
714
$4.27M 0.02%
47,490
+38,056
715
$4.26M 0.02%
68,708
+635
716
$4.26M 0.02%
76,958
-8,841
717
$4.25M 0.02%
253,938
+153,568
718
$4.25M 0.02%
177,263
+1,948
719
$4.24M 0.02%
24,565
+3,525
720
$4.23M 0.02%
95,317
-6,173
721
$4.23M 0.02%
152,101
-23,525
722
$4.23M 0.02%
103,928
+76
723
$4.22M 0.02%
84,899
-75,299
724
$4.22M 0.02%
21,077
+18,901
725
$4.22M 0.02%
29,760
+19,222
27 28
29
30 31