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
926
$2.87M 0.01%
19,681
+3,082
927
$2.86M 0.01%
66,129
-6,409
928
$2.86M 0.01%
38,811
-2,624
929
$2.86M 0.01%
45,877
+10,860
930
$2.85M 0.01%
+56,368
931
$2.84M 0.01%
3,945
-79
932
$2.84M 0.01%
148,220
+29,580
933
$2.84M 0.01%
61,960
+3,268
934
$2.84M 0.01%
71,119
+2,247
935
$2.82M 0.01%
82,364
-39,025
936
$2.82M 0.01%
81,194
-37,314
937
$2.81M 0.01%
+78,982
938
$2.8M 0.01%
125,675
+7,977
939
$2.8M 0.01%
109,588
-904,613
940
$2.8M 0.01%
18,565
+8,058
941
$2.8M 0.01%
46,205
+6,589
942
$2.8M 0.01%
117,504
+546
943
$2.8M 0.01%
15,273
-2,179
944
$2.79M 0.01%
16,737
-921
945
$2.79M 0.01%
89,323
-1,553
946
$2.79M 0.01%
74,441
+20,390
947
$2.78M 0.01%
61,808
-14,368
948
$2.78M 0.01%
155,716
+15,126
949
$2.77M 0.01%
+77,244
950
$2.76M 0.01%
35,155
+651
36 37
38
39 40