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
951
$2.76M 0.01%
353,407
-9,286
952
$2.75M 0.01%
54,322
+16,749
953
$2.75M 0.01%
27,791
-587
954
$2.75M 0.01%
238,182
-35,796
955
$2.74M 0.01%
53,895
+497
956
$2.74M 0.01%
123,781
+40,953
957
$2.73M 0.01%
429,957
+218,151
958
$2.73M 0.01%
12,992
-1,005
959
$2.73M 0.01%
41,241
-2,289
960
$2.72M 0.01%
22,915
+21,341
961
$2.72M 0.01%
32,204
-974
962
$2.72M 0.01%
19,148
-6,467
963
$2.7M 0.01%
48,608
-5,558
964
$2.7M 0.01%
40,422
-1,170
965
$2.69M 0.01%
145,127
+9,343
966
$2.69M 0.01%
245,591
-3,851
967
$2.69M 0.01%
24,192
+832
968
$2.69M 0.01%
15,121
+5,507
969
$2.69M 0.01%
16,480
+950
970
$2.68M 0.01%
100,577
+77,522
971
$2.68M 0.01%
18,523
+496
972
$2.68M 0.01%
13,992
+483
973
$2.68M 0.01%
40,990
-3,825
974
$2.67M 0.01%
32,201
-604
975
$2.67M 0.01%
5,495
-1,172
37 38
39
40 41