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
826
$3.37M 0.02%
+41,096
827
$3.37M 0.02%
35,866
-1,547
828
$3.36M 0.02%
63,050
+2,332
829
$3.36M 0.02%
126,714
+117,172
830
$3.35M 0.02%
89,064
+6,445
831
$3.33M 0.02%
289,587
+24,757
832
$3.33M 0.02%
90,825
+81,402
833
$3.32M 0.02%
92,175
-11,499
834
$3.32M 0.02%
69,139
+2,129
835
$3.31M 0.02%
108,787
+367
836
$3.31M 0.02%
131,096
-37,577
837
$3.31M 0.02%
129,832
-13,182
838
$3.3M 0.02%
401,053
+99,534
839
$3.29M 0.02%
39,823
-64
840
$3.29M 0.02%
77,240
+4,816
841
$3.29M 0.02%
39,975
-19,576
842
$3.28M 0.02%
33,801
-6,899
843
$3.27M 0.02%
88,920
-38,894
844
$3.27M 0.02%
554,461
+209,229
845
$3.26M 0.02%
137,538
+63,818
846
$3.26M 0.02%
20,812
847
$3.26M 0.02%
71,784
+7,268
848
$3.26M 0.02%
227,171
+12,038
849
$3.26M 0.02%
153,480
+78,215
850
$3.25M 0.02%
168,277
-9,034
32 33
34
35 36