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
726
$4.21M 0.02%
112,629
+39,607
727
$4.21M 0.02%
48,705
-455
728
$4.2M 0.02%
166,130
+55,549
729
$4.19M 0.02%
224,731
+754
730
$4.18M 0.02%
91,468
-1,893
731
$4.16M 0.02%
31,480
+673
732
$4.15M 0.02%
93,804
-998
733
$4.13M 0.02%
110,583
+42,963
734
$4.13M 0.02%
20,758
-598
735
$4.12M 0.02%
78,214
-8,008
736
$4.11M 0.02%
41,057
-3,986
737
$4.11M 0.02%
37,595
-57
738
$4.1M 0.02%
+487,211
739
$4.1M 0.02%
17,646
+13,913
740
$4.1M 0.02%
125,568
-8,650
741
$4.09M 0.02%
79,083
+13,118
742
$4.07M 0.02%
85,804
+6,003
743
$4.06M 0.02%
271,975
+1,353
744
$4.05M 0.02%
48,144
-764
745
$4.04M 0.02%
125,388
-14,637
746
$4M 0.02%
34,462
+9,182
747
$4M 0.02%
87,227
+653
748
$3.99M 0.02%
82,798
-1,919
749
$3.97M 0.02%
95,949
+17,733
750
$3.96M 0.02%
12,583
-874
28 29
30
31 32