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
751
$3.96M 0.02%
72,385
-1,458
752
$3.96M 0.02%
209,183
+32,902
753
$3.95M 0.02%
104,668
-66,481
754
$3.94M 0.02%
158,091
-308
755
$3.94M 0.02%
103,054
+6,636
756
$3.93M 0.02%
100,039
-8,014
757
$3.92M 0.02%
10,760
-1,600
758
$3.92M 0.02%
146,573
-4,087
759
$3.9M 0.02%
74,732
+8,218
760
$3.9M 0.02%
46,558
+8,111
761
$3.89M 0.02%
88,784
-1,127
762
$3.85M 0.02%
96,976
+5,903
763
$3.83M 0.02%
616,881
+38,537
764
$3.82M 0.02%
26,095
-4,570
765
$3.82M 0.02%
75,891
+56,389
766
$3.81M 0.02%
218,105
-89,991
767
$3.81M 0.02%
34,791
+845
768
$3.8M 0.02%
32,224
+490
769
$3.75M 0.02%
68,698
-207,221
770
$3.73M 0.02%
120,200
-9,310
771
$3.73M 0.02%
112,167
+7,191
772
$3.72M 0.02%
117,225
-1,027
773
$3.71M 0.02%
77,900
-10,939
774
$3.71M 0.02%
7,421
+869
775
$3.7M 0.02%
17,031
-1,169
29 30
31
32 33