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
776
$3.69M 0.02%
83,145
+7,643
777
$3.69M 0.02%
30,894
-837
778
$3.69M 0.02%
136,492
-4,611
779
$3.69M 0.02%
150,406
+62,997
780
$3.68M 0.02%
206,039
+48,876
781
$3.68M 0.02%
59,716
+5,232
782
$3.66M 0.02%
155,326
+64,183
783
$3.65M 0.02%
6,699
-64
784
$3.65M 0.02%
196,913
-42,810
785
$3.65M 0.02%
55,280
-2,775
786
$3.63M 0.02%
37,208
-2,942
787
$3.63M 0.02%
124,134
+55,006
788
$3.61M 0.02%
99,287
-5,911
789
$3.6M 0.02%
17,418
+30
790
$3.59M 0.02%
67,951
+746
791
$3.59M 0.02%
54,853
-2,305
792
$3.59M 0.02%
186,161
+18,832
793
$3.59M 0.02%
40,398
+2,826
794
$3.57M 0.02%
120,990
-2,414
795
$3.57M 0.02%
78,723
+73,125
796
$3.56M 0.02%
178,697
-249,696
797
$3.55M 0.02%
89,038
+5,122
798
$3.55M 0.02%
46,606
+21,662
799
$3.53M 0.02%
87,115
+6,693
800
$3.53M 0.02%
100,401
+4,570
30 31
32
33 34