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
901
$2.99M 0.01%
245,336
+228,016
902
$2.98M 0.01%
54,142
+593
903
$2.97M 0.01%
98,290
-9,570
904
$2.97M 0.01%
64,813
-1,125
905
$2.96M 0.01%
109,910
-2,636
906
$2.95M 0.01%
67,515
+22,333
907
$2.95M 0.01%
93,238
+5,133
908
$2.94M 0.01%
68,076
+4,854
909
$2.94M 0.01%
123,854
-65,912
910
$2.94M 0.01%
78,549
-6,471
911
$2.94M 0.01%
10,564
+5,078
912
$2.93M 0.01%
+37,659
913
$2.93M 0.01%
153,928
+11,287
914
$2.92M 0.01%
130,791
+2,608
915
$2.91M 0.01%
92,020
-736
916
$2.91M 0.01%
83,346
-2,073
917
$2.91M 0.01%
88,558
-8,730
918
$2.9M 0.01%
117,994
+29,448
919
$2.9M 0.01%
+69,735
920
$2.89M 0.01%
+118,505
921
$2.89M 0.01%
137,831
-5,336
922
$2.88M 0.01%
25,781
-3,684
923
$2.88M 0.01%
57,351
+52,861
924
$2.88M 0.01%
69,006
-8,927
925
$2.87M 0.01%
45,462
+31,705
35 36
37
38 39