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
851
$3.25M 0.02%
13,189
+1,657
852
$3.24M 0.02%
59,486
+46,843
853
$3.24M 0.02%
45,230
-1,032
854
$3.24M 0.02%
44,191
+5,964
855
$3.24M 0.02%
88,675
-91,699
856
$3.24M 0.02%
59,668
-2,425
857
$3.23M 0.02%
106,446
-31,711
858
$3.21M 0.02%
137,360
-1,178
859
$3.21M 0.02%
309,650
+3,830
860
$3.21M 0.02%
131,732
+31,489
861
$3.2M 0.02%
103,256
+5,313
862
$3.19M 0.02%
255,822
+25,665
863
$3.19M 0.02%
79,580
-9,386
864
$3.19M 0.02%
34,955
+1,205
865
$3.19M 0.02%
50,681
+4,093
866
$3.18M 0.02%
152,904
+16,569
867
$3.18M 0.02%
101,037
+1,521
868
$3.17M 0.02%
73,950
+63,261
869
$3.17M 0.02%
51,884
+598
870
$3.16M 0.02%
134,744
-2,527
871
$3.15M 0.02%
83,474
-258
872
$3.14M 0.02%
51,860
+675
873
$3.13M 0.02%
42,414
-102
874
$3.13M 0.02%
133,045
+40,832
875
$3.13M 0.02%
126,618
+27,092
33 34
35
36 37