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
801
$3.52M 0.02%
134,657
-48,563
802
$3.52M 0.02%
15,558
+9,125
803
$3.52M 0.02%
46,274
-3,142
804
$3.51M 0.02%
199,077
-11,022
805
$3.5M 0.02%
66,846
+32,302
806
$3.5M 0.02%
143,465
-4,638
807
$3.48M 0.02%
14,075
-1,318
808
$3.46M 0.02%
25,929
-1,129
809
$3.46M 0.02%
102,892
+51,413
810
$3.46M 0.02%
39,589
-1,763
811
$3.44M 0.02%
188,606
+7,931
812
$3.43M 0.02%
57,198
-1,301
813
$3.42M 0.02%
107,619
-13,356
814
$3.42M 0.02%
78,358
-808
815
$3.41M 0.02%
91,939
+8,546
816
$3.4M 0.02%
207,641
+171,437
817
$3.4M 0.02%
37,151
+12,608
818
$3.4M 0.02%
106,253
-7,412
819
$3.39M 0.02%
209,738
-259
820
$3.38M 0.02%
35,868
+440
821
$3.38M 0.02%
54,155
+5,105
822
$3.38M 0.02%
58,302
+4,787
823
$3.38M 0.02%
37,305
+594
824
$3.38M 0.02%
126,547
-20,902
825
$3.37M 0.02%
58,193
+9,516
31 32
33
34 35