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
976
$2.66M 0.01%
52,258
+4,630
977
$2.65M 0.01%
19,611
+1,567
978
$2.65M 0.01%
31,997
+19,987
979
$2.64M 0.01%
38,345
+8,033
980
$2.63M 0.01%
140,043
+9,871
981
$2.63M 0.01%
78,430
+70,976
982
$2.62M 0.01%
27,210
-286
983
$2.62M 0.01%
76,526
-16,115
984
$2.61M 0.01%
64,008
-9,736
985
$2.61M 0.01%
16,160
-394
986
$2.61M 0.01%
296,219
+122,582
987
$2.6M 0.01%
68,613
-2,560
988
$2.59M 0.01%
27,504
-265
989
$2.59M 0.01%
527,847
-42,357
990
$2.59M 0.01%
43,604
-8,273
991
$2.58M 0.01%
15,815
-992
992
$2.57M 0.01%
483,382
-12,203
993
$2.56M 0.01%
82,316
+749
994
$2.55M 0.01%
47,489
-2,166
995
$2.54M 0.01%
32,789
-12,173
996
$2.54M 0.01%
181,431
+10,918
997
$2.54M 0.01%
33,632
-2,767
998
$2.54M 0.01%
26,096
-17,308
999
$2.54M 0.01%
31,440
-1,976
1000
$2.53M 0.01%
129,481
-464
38 39
40
41 42