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
876
$3.12M 0.02%
31,222
+16,931
877
$3.12M 0.02%
82,226
-7,239
878
$3.12M 0.02%
130,821
+34,057
879
$3.11M 0.02%
116,756
+106,885
880
$3.11M 0.02%
391,340
-14,927
881
$3.1M 0.02%
81,115
+4,416
882
$3.1M 0.02%
69,956
+18,368
883
$3.1M 0.02%
124,497
+14,067
884
$3.1M 0.02%
142,899
+15,333
885
$3.1M 0.02%
73,061
+63,004
886
$3.1M 0.02%
29,659
+734
887
$3.09M 0.02%
161,980
+99,169
888
$3.08M 0.02%
66,405
-31,620
889
$3.08M 0.02%
152,628
+56,182
890
$3.07M 0.02%
75,892
-5,808
891
$3.04M 0.01%
102,684
-6,592
892
$3.04M 0.01%
146,028
+17,110
893
$3.02M 0.01%
9,868
-341
894
$3.02M 0.01%
103,460
+8,240
895
$3.02M 0.01%
50,052
-3,561
896
$3.02M 0.01%
107,705
-6,679
897
$3.01M 0.01%
129,813
+919
898
$3M 0.01%
61,414
-3,209
899
$3M 0.01%
237,705
-1,350
900
$3M 0.01%
104,880
-10,582
34 35
36
37 38